Beacon Financial Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

Beacon Financial Advisory’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 Q1	$1.69M	Buy	19,416 +664	+4%	+$61.1K	0.38%	57
2025 Q4	$1.77M	Buy	18,752 +64	+0.3%	+$6.08K	0.41%	54
2025 Q3	$1.74M	Buy	18,688 +8	+0%	+$699	0.4%	49
2025 Q2	$1.55M	Buy	18,680 +32	+0.2%	+$2.33K	0.4%	55
2025 Q1	$1.26M	Buy	18,648 +1,632	+10%	+$123K	0.38%	60
2024 Q4	$1.32M	Sell	17,016 -208	-1%	-$16K	0.43%	55
2024 Q3	$1.26M	Buy	17,224 +1,024	+6%	+$72.8K	0.43%	56
2024 Q2	$1.17M	Hold	16,200	–	–	0.44%	55
2024 Q1	$1.06M	Buy	16,200 +112	+0.7%	+$7.1K	0.52%	50
2023 Q4	$973K	Buy	16,088 +232	+1%	+$12.9K	0.47%	61
2023 Q3	$822K	Sell	15,856 -1,184	-7%	-$64.4K	0.45%	66
2023 Q2	$942K	Buy	17,040 +24	+0.1%	+$1.21K	0.54%	55
2023 Q1	$820K	Buy	17,016 +24	+0.1%	+$1.06K	0.52%	56
2022 Q4	$678K	Buy	16,992 +1,120	+7%	+$45.7K	0.49%	66
2022 Q3	$610K	Sell	15,872 -2,816	-15%	-$124K	0.43%	75
2022 Q2	$763K	Buy	18,688 +32	+0.2%	+$1.44K	0.43%	69
2022 Q1	$971K	Hold	18,656	–	–	0.46%	63
2021 Q4	$1.07M	Buy	18,656 +200	+1%	+$11K	0.49%	60
2021 Q3	$926K	Sell	18,456 -656	-3%	-$34K	0.48%	68
2021 Q2	$953K	Buy	19,112 +184	+1%	+$8.68K	0.51%	61
2021 Q1	$848K	Buy	18,928 +3,624	+24%	+$163K	0.49%	71
2020 Q4	$676K	Buy	15,304 +8	+0.1%	+$329	0.44%	68
2020 Q3	$595K	Buy	15,296 +2,360	+18%	+$88.8K	0.52%	56
2020 Q2	$450K	Buy	12,936 +288	+2%	+$8.99K	0.49%	60
2020 Q1	$334K	Buy	12,648 +8	+0.1%	+$242	0.42%	75
2019 Q4	$386K	Buy	+12,640	New	+$362K	0.33%	87

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Financial Advisory's VGT Position: Q1 2026 in Review

Beacon Financial Advisory increased its Vanguard Information Technology ETF (VGT) stake by 3.5% in Q1 2026, buying an estimated $61.1K and bringing the position to 19,416 shares worth $1.69M. The position accounts for 0.38% of the portfolio, ranked #57.

Beacon Financial Advisory first reported a position in VGT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.77M in Q4 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Beacon Financial Advisory held 19,416 shares of Vanguard Information Technology ETF worth $1.69M as of Q1 2026.
Beacon Financial Advisory bought 664 Vanguard Information Technology ETF shares in Q1 2026, an estimated $61.1K.
Vanguard Information Technology ETF made up 0.38% of Beacon Financial Advisory's portfolio in Q1 2026, its #57 holding.
Beacon Financial Advisory first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 26 quarters since.
Beacon Financial Advisory's Vanguard Information Technology ETF position peaked at $1.77M in Q4 2025.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.