BCS Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

BCS Wealth Management’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	$494K	Sell	4,133 -83	-2%	-$9.09K	0.09%	181
2026 Q1	$367K	Sell	4,216 -4,216	-50%	-$388K	0.08%	188
2025 Q4	$794K	Buy	8,432 +4,224	+100%	+$401K	0.08%	178
2025 Q3	$393K	Sell	4,208 -8	-0.2%	-$699	0.09%	171
2025 Q2	$349K	Buy	4,216 +88	+2%	+$6.4K	0.08%	192
2025 Q1	$280K	Hold	4,128	–	–	0.07%	202
2024 Q4	$321K	Hold	4,128	–	–	0.08%	193
2024 Q3	$303K	Buy	4,128 +576	+16%	+$40.9K	0.13%	127
2024 Q2	$256K	Hold	3,552	–	–	0.12%	132
2024 Q1	$233K	Buy	+3,552	New	+$225K	0.07%	217

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

BCS Wealth Management's VGT Position: Q2 2026 in Review

BCS Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 2% in Q2 2026, selling an estimated $9.09K and leaving 4,133 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #181.

BCS Wealth Management first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. The position peaked at $794K in Q4 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

BCS Wealth Management held 4,133 shares of Vanguard Information Technology ETF worth $494K as of Q2 2026.
BCS Wealth Management sold 83 Vanguard Information Technology ETF shares in Q2 2026, an estimated $9.09K.
Vanguard Information Technology ETF made up 0.09% of BCS Wealth Management's portfolio in Q2 2026, its #181 holding.
BCS Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
BCS Wealth Management's Vanguard Information Technology ETF position peaked at $794K in Q4 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.