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

Bell 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	$56K	Sell	468 -4	-0.8%	-$438	0.01%	258
2026 Q1	$40.9K	Hold	472	–	–	0.01%	283
2025 Q4	$44.1K	Sell	472 -312	-40%	-$29.6K	0.01%	269
2025 Q3	$73.5K	Hold	784	–	–	0.01%	192
2025 Q2	$65.3K	Buy	784 +320	+69%	+$23.3K	0.01%	205
2025 Q1	$31.6K	Hold	464	–	–	0.01%	287
2024 Q4	$36.2K	Hold	464	–	–	0.01%	264
2024 Q3	$34.1K	Hold	464	–	–	0.01%	287
2024 Q2	$33.4K	Buy	+464	New	+$30.8K	0.01%	278

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

Bell Investment Advisors's VGT Position: Q2 2026 in Review

Bell Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 0.85% in Q2 2026, selling an estimated $438 and leaving 468 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #258.

Bell Investment Advisors first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. The position peaked at $73.5K in Q3 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Bell Investment Advisors held 468 shares of Vanguard Information Technology ETF worth $56K as of Q2 2026.
Bell Investment Advisors sold 4 Vanguard Information Technology ETF shares in Q2 2026, an estimated $438.
Vanguard Information Technology ETF made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #258 holding.
Bell Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
Bell Investment Advisors's Vanguard Information Technology ETF position peaked at $73.5K in Q3 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.