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

Beacon Investment Advisory Services’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	$1.61M	Buy	13,476 +1,116	+9%	+$122K	0.06%	122
2026 Q1	$1.08M	Sell	12,360 -1,408	-10%	-$130K	0.04%	130
2025 Q4	$1.3M	Buy	13,768 +1,192	+9%	+$113K	0.05%	122
2025 Q3	$1.17M	Hold	12,576	–	–	0.05%	125
2025 Q2	$1.04M	Hold	12,576	–	–	0.05%	129
2025 Q1	$853K	Hold	12,576	–	–	0.04%	138
2024 Q4	$977K	Sell	12,576 -72	-0.6%	-$5.53K	0.04%	134
2024 Q3	$927K	Buy	12,648 +72	+0.6%	+$5.12K	0.04%	143
2024 Q2	$906K	Buy	12,576 +408	+3%	+$27.1K	0.04%	141
2024 Q1	$798K	Hold	12,168	–	–	0.03%	151
2023 Q4	$736K	Hold	12,168	–	–	0.03%	159
2023 Q3	$631K	Hold	12,168	–	–	0.03%	173
2023 Q2	$673K	Sell	12,168 -696	-5%	-$35K	0.03%	174
2023 Q1	$620K	Buy	12,864 +5,792	+82%	+$256K	0.03%	169
2022 Q4	$282K	Hold	7,072	–	–	0.01%	237
2022 Q3	$272K	Hold	7,072	–	–	0.02%	241
2022 Q2	$289K	Hold	7,072	–	–	0.02%	239
2022 Q1	$368K	Hold	7,072	–	–	0.02%	237
2021 Q4	$405K	Hold	7,072	–	–	0.02%	234
2021 Q3	$355K	Hold	7,072	–	–	0.01%	237
2021 Q2	$353K	Hold	7,072	–	–	0.01%	251
2021 Q1	$317K	Hold	7,072	–	–	0.01%	248
2020 Q4	$313K	Hold	7,072	–	–	0.01%	226
2020 Q3	$275K	Hold	7,072	–	–	0.01%	208
2020 Q2	$246K	Buy	+7,072	New	+$221K	0.01%	216

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 Advisory Services's VGT Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Vanguard Information Technology ETF (VGT) stake by 9% in Q2 2026, buying an estimated $122K and bringing the position to 13,476 shares worth $1.61M. The position accounts for 0.06% of the portfolio, ranked #122.

Beacon Investment Advisory Services first reported a position in VGT in Q2 2020 and has held it in 25 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Beacon Investment Advisory Services held 13,476 shares of Vanguard Information Technology ETF worth $1.61M as of Q2 2026.
Beacon Investment Advisory Services bought 1,116 Vanguard Information Technology ETF shares in Q2 2026, an estimated $122K.
Vanguard Information Technology ETF made up 0.06% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #122 holding.
Beacon Investment Advisory Services first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 25 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.