Beacon Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Beacon Investment 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	$372K	Buy	3,115 +3	+0.1%	+$328	0.12%	139
2026 Q1	$272K	Hold	3,112	–	–	0.1%	150
2025 Q4	$293K	Hold	3,112	–	–	0.12%	136
2025 Q3	$290K	Sell	3,112 -800	-20%	-$69.9K	0.12%	137
2025 Q2	$321K	Hold	3,912	–	–	0.14%	125
2025 Q1	$266K	Buy	+3,912	New	+$295K	0.13%	136

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 Investment Advisors's VGT Position: Q2 2026 in Review

Beacon Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.1% in Q2 2026, buying an estimated $328 and bringing the position to 3,115 shares worth $372K. The position accounts for 0.12% of the portfolio, ranked #139.

Beacon Investment Advisors first reported a position in VGT in Q1 2025 and has held it in 6 quarters since. 2,195 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Beacon Investment Advisors held 3,115 shares of Vanguard Information Technology ETF worth $372K as of Q2 2026.
Beacon Investment Advisors bought 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
Vanguard Information Technology ETF made up 0.12% of Beacon Investment Advisors's portfolio in Q2 2026, its #139 holding.
Beacon Investment Advisors first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 6 quarters since.
2,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.