B.O.S.S. Retirement Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Buy	+2,778	New	+$304K	0.09%	119
2025 Q1	–	Sell	-2,968	Closed	-$231K	–	196
2024 Q4	$231K	Buy	2,968 +48	+2%	+$3.69K	0.06%	161
2024 Q3	$214K	Buy	+2,920	New	+$208K	0.04%	202
2024 Q1	–	Sell	-3,992	Closed	-$242K	–	231
2023 Q4	$242K	Buy	+3,992	New	+$222K	0.05%	223

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

B.O.S.S. Retirement Advisors's VGT Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,778 shares worth $332K. The stake represents 0.09% of the portfolio and ranks #119 among its holdings. This is a return to the name: B.O.S.S. Retirement Advisors previously reported a position in VGT as recently as Q4 2024.

B.O.S.S. Retirement Advisors first reported a position in VGT in Q4 2023 and has held it in 4 quarters since. 717 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

B.O.S.S. Retirement Advisors held 2,778 shares of Vanguard Information Technology ETF worth $332K as of Q2 2026.
Vanguard Information Technology ETF was a new B.O.S.S. Retirement Advisors position in Q2 2026.
Vanguard Information Technology ETF made up 0.09% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #119 holding.
B.O.S.S. Retirement Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 4 quarters since.
717 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.