BFSG LLC’s Vanguard Information Technology ETF VGT Stock Holding History

BFSG LLC’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	$87.1K	Buy	729 +249	+52%	+$27.3K	0.01%	388
2026 Q1	$41.9K	Hold	480	–	–	﹤0.01%	434
2025 Q4	$45.2K	Hold	480	–	–	﹤0.01%	413
2025 Q3	$44.8K	Sell	480 -152	-24%	-$13.3K	﹤0.01%	414
2025 Q2	$52.4K	Sell	632 -80	-11%	-$5.82K	0.01%	385
2025 Q1	$48.3K	Sell	712 -208	-23%	-$15.7K	0.01%	379
2024 Q4	$71.5K	Buy	920 +128	+16%	+$9.83K	0.01%	353
2024 Q3	$58.1K	Buy	792 +352	+80%	+$25K	0.01%	371
2024 Q2	$31.7K	Hold	440	–	–	﹤0.01%	392
2024 Q1	$28.8K	Hold	440	–	–	﹤0.01%	418
2023 Q4	$26.6K	Buy	+440	New	+$24.5K	﹤0.01%	397

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

BFSG LLC's VGT Position: Q2 2026 in Review

BFSG LLC increased its Vanguard Information Technology ETF (VGT) stake by 52% in Q2 2026, buying an estimated $27.3K and bringing the position to 729 shares worth $87.1K. The position accounts for 0.01% of the portfolio, ranked #388.

BFSG LLC first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

BFSG LLC held 729 shares of Vanguard Information Technology ETF worth $87.1K as of Q2 2026.
BFSG LLC bought 249 Vanguard Information Technology ETF shares in Q2 2026, an estimated $27.3K.
Vanguard Information Technology ETF made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #388 holding.
BFSG LLC first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.