Baltimore-Washington Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Baltimore-Washington Financial 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	$1.22M	Buy	10,214 +1,006	+11%	+$110K	0.05%	92
2026 Q1	$803K	Buy	9,208 +240	+3%	+$22.1K	0.03%	96
2025 Q4	$845K	Buy	8,968 +1,488	+20%	+$141K	0.04%	99
2025 Q3	$698K	Buy	7,480 +56	+0.8%	+$4.89K	0.03%	106
2025 Q2	$615K	Hold	7,424	–	–	0.03%	107
2025 Q1	$503K	Buy	7,424 +376	+5%	+$28.3K	0.03%	101
2024 Q4	$548K	Sell	7,048 -32	-0.5%	-$2.46K	0.03%	101
2024 Q3	$519K	Hold	7,080	–	–	0.03%	103
2024 Q2	$510K	Buy	+7,080	New	+$471K	0.03%	102
2024 Q1	–	Sell	-5,192	Closed	-$314K	–	153
2023 Q4	$314K	Buy	5,192 +1,160	+29%	+$64.6K	0.02%	118
2023 Q3	$209K	Buy	+4,032	New	+$219K	0.02%	136
2015 Q3	–	Sell	-400	Closed	-$5K	–	301
2015 Q2	$5K	Hold	400	–	–	﹤0.01%	199
2015 Q1	$5K	Hold	400	–	–	﹤0.01%	232
2014 Q4	$5K	Hold	400	–	–	﹤0.01%	230
2014 Q3	$5K	Buy	+400	New	+$4.97K	﹤0.01%	246

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Baltimore-Washington Financial Advisors's VGT Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 11% in Q2 2026, buying an estimated $110K and bringing the position to 10,214 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #92.

Baltimore-Washington Financial Advisors first reported a position in VGT in Q3 2014 and has held it in 15 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Baltimore-Washington Financial Advisors held 10,214 shares of Vanguard Information Technology ETF worth $1.22M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 1,006 Vanguard Information Technology ETF shares in Q2 2026, an estimated $110K.
Vanguard Information Technology ETF made up 0.05% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #92 holding.
Baltimore-Washington Financial Advisors first reported a position in Vanguard Information Technology ETF in Q3 2014 and has held it in 15 quarters since.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.