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Barnes Pettey Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Barnes Pettey 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 		$515K Buy
4,312
+200
+5% +$21.9K 0.16% 105
2026
Q1 		$358K Sell
4,112
-16
-0.4% -$1.47K 0.16% 112
2025
Q4 		$389K Buy
4,128
+48
+1% +$4.56K 0.19% 95
2025
Q3 		$380K Hold
4,080
– – 0.21% 87
2025
Q2 		$338K Sell
4,080
-24
-0.6% -$1.75K 0.23% 76
2025
Q1 		$278K Sell
4,104
-16
-0.4% -$1.21K 0.22% 78
2024
Q4 		$320K Buy
4,120
+8
+0.2% +$614 0.24% 72
2024
Q3 		$301K Sell
4,112
-32
-0.8% -$2.27K 0.24% 73
2024
Q2 		$299K Hold
4,144
– – 0.26% 68
2024
Q1 		$271K Sell
4,144
-56
-1% -$3.55K 0.23% 73
2023
Q4 		$254K Sell
4,200
-848
-17% -$47.2K 0.21% 81
2023
Q3 		$262K Sell
5,048
-96
-2% -$5.22K 0.24% 75
2023
Q2 		$284K Sell
5,144
-464
-8% -$23.3K 0.25% 77
2023
Q1 		$270K Sell
5,608
-80
-1% -$3.54K 0.26% 81
2022
Q4 		$227K Buy
+5,688
New +$232K 0.23% 92
2022
Q3 		– Sell
-6,520
Closed -$266K – 93
2022
Q2 		$266K Hold
6,520
– – 0.34% 74
2022
Q1 		$339K Buy
6,520
+64
+1% +$3.28K 0.41% 62
2021
Q4 		$370K Buy
+6,456
New +$354K 0.43% 56

Other funds holding VGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Barnes Pettey Financial Advisors's VGT Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 4.9% in Q2 2026, buying an estimated $21.9K and bringing the position to 4,312 shares worth $515K. The position accounts for 0.16% of the portfolio, ranked #105.

Barnes Pettey Financial Advisors first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Barnes Pettey Financial Advisors held 4,312 shares of Vanguard Information Technology ETF worth $515K as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 200 Vanguard Information Technology ETF shares in Q2 2026, an estimated $21.9K.
  • Vanguard Information Technology ETF made up 0.16% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • Barnes Pettey Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.