Bellwether Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Bellwether 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	$221K	Buy	+1,848	New	+$202K	0.03%	162
2025 Q3	–	Sell	-72	Closed	-$5.97K	–	550
2025 Q2	$5.97K	Buy	+72	New	+$5.24K	﹤0.01%	406
2023 Q3	–	Sell	-214,856	Closed	-$11.9M	–	121
2023 Q2	$11.9M	Buy	+214,856	New	+$10.8M	3.49%	7
2023 Q1	–	Hold	0	–	–	–	448

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

Bellwether Advisors's VGT Position: Q2 2026 in Review

Bellwether Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 1,848 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in VGT as recently as Q2 2025.

Bellwether Advisors first reported a position in VGT in Q2 2023 and has held it in 3 quarters since. The position peaked at $11.9M in Q2 2023. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Bellwether Advisors held 1,848 shares of Vanguard Information Technology ETF worth $221K as of Q2 2026.
Vanguard Information Technology ETF was a new Bellwether Advisors position in Q2 2026.
Vanguard Information Technology ETF made up 0.03% of Bellwether Advisors's portfolio in Q2 2026, its #162 holding.
Bellwether Advisors first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 3 quarters since.
Bellwether Advisors's Vanguard Information Technology ETF position peaked at $11.9M in Q2 2023.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.