Bawa N Mallick Trust’s Vanguard Information Technology ETF VGT Stock Holding History

Bawa N Mallick Trust’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	$966K	Buy	8,080 +80	+1%	+$8.76K	0.31%	50
2026 Q1	$698K	Hold	8,000	–	–	0.29%	50
2025 Q4	$754K	Hold	8,000	–	–	0.28%	51
2025 Q3	$747K	Hold	8,000	–	–	0.28%	51
2025 Q2	$663K	Hold	8,000	–	–	0.27%	50
2025 Q1	$542K	Hold	8,000	–	–	0.26%	49
2024 Q4	$622K	Buy	+8,000	New	+$614K	0.27%	49

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

Bawa N Mallick Trust's VGT Position: Q2 2026 in Review

Bawa N Mallick Trust increased its Vanguard Information Technology ETF (VGT) stake by 1% in Q2 2026, buying an estimated $8.76K and bringing the position to 8,080 shares worth $966K. The position accounts for 0.31% of the portfolio, ranked #50.

Bawa N Mallick Trust first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,179 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Bawa N Mallick Trust held 8,080 shares of Vanguard Information Technology ETF worth $966K as of Q2 2026.
Bawa N Mallick Trust bought 80 Vanguard Information Technology ETF shares in Q2 2026, an estimated $8.76K.
Vanguard Information Technology ETF made up 0.31% of Bawa N Mallick Trust's portfolio in Q2 2026, its #50 holding.
Bawa N Mallick Trust first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,179 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.