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

Beacon Pointe 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 		$22M Buy
183,754
+146
+0.1% +$16K 0.1% 193
2026
Q1 		$16M Buy
183,608
+34,032
+23% +$3.13M 0.08% 214
2025
Q4 		$14.1M Buy
149,576
+4,240
+3% +$403K 0.1% 191
2025
Q3 		$13.6M Buy
145,336
+29,328
+25% +$2.56M 0.11% 176
2025
Q2 		$9.62M Sell
116,008
-864
-0.7% -$62.8K 0.1% 186
2025
Q1 		$7.92M Sell
116,872
-2,376
-2% -$179K 0.09% 208
2024
Q4 		$9.27M Buy
119,248
+104
+0.1% +$7.99K 0.1% 177
2024
Q3 		$8.74M Sell
119,144
-952
-0.8% -$67.7K 0.1% 178
2024
Q2 		$8.66M Sell
120,096
-12,536
-9% -$833K 0.1% 182
2024
Q1 		$8.69M Sell
132,632
-4,136
-3% -$262K 0.1% 191
2023
Q4 		$8.28M Sell
136,768
-10,048
-7% -$560K 0.1% 186
2023
Q3 		$7.61M Buy
146,816
+23,176
+19% +$1.26M 0.09% 195
2023
Q2 		$6.83M Buy
123,640
+936
+0.8% +$47K 0.11% 171
2023
Q1 		$5.91M Sell
122,704
-1,416
-1% -$62.6K 0.1% 186
2022
Q4 		$4.96M Buy
124,120
+1,840
+2% +$75.1K 0.1% 193
2022
Q3 		$4.7M Buy
122,280
+22,672
+23% +$997K 0.11% 180
2022
Q2 		$4.07M Sell
99,608
-22,064
-18% -$994K 0.09% 208
2022
Q1 		$6.33M Buy
121,672
+76,008
+166% +$3.9M 0.09% 213
2021
Q4 		$2.62M Buy
45,664
+4,808
+12% +$264K 0.07% 217
2021
Q3 		$2.05M Buy
40,856
+3,184
+8% +$165K 0.05% 281
2021
Q2 		$1.88M Buy
37,672
+20,712
+122% +$977K 0.07% 233
2021
Q1 		$762K Buy
16,960
+440
+3% +$19.8K 0.05% 238
2020
Q4 		$729K Sell
16,520
-344
-2% -$14.2K 0.05% 230
2020
Q3 		$657K Sell
16,864
-368
-2% -$13.9K 0.06% 200
2020
Q2 		$602K Buy
17,232
+9,144
+113% +$285K 0.06% 212
2020
Q1 		$215K Sell
8,088
-32
-0.4% -$970 0.03% 274
2019
Q4 		$247K Buy
8,120
+496
+7% +$14.2K 0.08% 189
2019
Q3 		$206K Hold
7,624
– – 0.09% 165
2019
Q2 		$201K Sell
7,624
-504
-6% -$13K 0.07% 197
2019
Q1 		$204K Sell
8,128
-3,592
-31% -$83.4K 0.08% 176
2018
Q4 		$245K Buy
+11,720
New +$266K 0.15% 138

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Beacon Pointe Advisors's VGT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.08% in Q2 2026, buying an estimated $16K and bringing the position to 183,754 shares worth $22M. The position accounts for 0.1% of the portfolio, ranked #193.

Beacon Pointe Advisors first reported a position in VGT in Q4 2018 and has held it in 31 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Beacon Pointe Advisors held 183,754 shares of Vanguard Information Technology ETF worth $22M as of Q2 2026.
  • Beacon Pointe Advisors bought 146 Vanguard Information Technology ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Information Technology ETF made up 0.1% of Beacon Pointe Advisors's portfolio in Q2 2026, its #193 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.