Berman McAleer’s Vanguard Information Technology ETF VGT Stock Holding History

Berman McAleer’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	$520K	Buy	4,352 +1,152	+36%	+$126K	0.06%	102
2026 Q1	$279K	Hold	3,200	–	–	0.04%	128
2025 Q4	$302K	Hold	3,200	–	–	0.04%	126
2025 Q3	$299K	Buy	+3,200	New	+$280K	0.04%	129

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

Berman McAleer's VGT Position: Q2 2026 in Review

Berman McAleer increased its Vanguard Information Technology ETF (VGT) stake by 36% in Q2 2026, buying an estimated $126K and bringing the position to 4,352 shares worth $520K. The position accounts for 0.06% of the portfolio, ranked #102.

Berman McAleer first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. 2,179 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Berman McAleer held 4,352 shares of Vanguard Information Technology ETF worth $520K as of Q2 2026.
Berman McAleer bought 1,152 Vanguard Information Technology ETF shares in Q2 2026, an estimated $126K.
Vanguard Information Technology ETF made up 0.06% of Berman McAleer's portfolio in Q2 2026, its #102 holding.
Berman McAleer first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
2,179 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.