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 Q2	$2.36M	Buy	19,763 +347	+2%	+$38K	0.47%	43
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 $1.55T 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

Beacon Financial Advisory's VGT Position: Q2 2026 in Review

Beacon Financial Advisory increased its Vanguard Information Technology ETF (VGT) stake by 1.8% in Q2 2026, buying an estimated $38K and bringing the position to 19,763 shares worth $2.36M. The position accounts for 0.47% of the portfolio, ranked #43.

Beacon Financial Advisory first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Beacon Financial Advisory held 19,763 shares of Vanguard Information Technology ETF worth $2.36M as of Q2 2026.
Beacon Financial Advisory bought 347 Vanguard Information Technology ETF shares in Q2 2026, an estimated $38K.
Vanguard Information Technology ETF made up 0.47% of Beacon Financial Advisory's portfolio in Q2 2026, its #43 holding.
Beacon Financial Advisory first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.