Biltmore Family Office’s Vanguard Information Technology ETF VGT Stock Holding History

Biltmore Family Office’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	$1.16M	Buy	9,731 +115	+1%	+$12.6K	0.15%	100
2026 Q1	$839K	Sell	9,616 -840	-8%	-$77.3K	0.12%	114
2025 Q4	$985K	Buy	10,456 +4,056	+63%	+$385K	0.14%	102
2025 Q3	$597K	Hold	6,400	–	–	0.09%	129
2025 Q2	$531K	Hold	6,400	–	–	0.09%	122
2025 Q1	$434K	Sell	6,400 -1,320	-17%	-$99.4K	0.07%	142
2024 Q4	$600K	Hold	7,720	–	–	0.1%	114
2024 Q3	$567K	Sell	7,720 -2,400	-24%	-$171K	0.1%	119
2024 Q2	$730K	Sell	10,120 -720	-7%	-$47.9K	0.13%	94
2024 Q1	$710K	Sell	10,840 -1,600	-13%	-$101K	0.14%	93
2023 Q4	$753K	Sell	12,440 -760	-6%	-$42.3K	0.16%	90
2023 Q3	$686K	Sell	13,200 -480	-4%	-$26.1K	0.16%	90
2023 Q2	$757K	Hold	13,680	–	–	0.16%	85
2023 Q1	$659K	Hold	13,680	–	–	0.14%	104
2022 Q4	$546K	Sell	13,680 -2,320	-15%	-$94.7K	0.11%	119
2022 Q3	$616K	Hold	16,000	–	–	0.14%	88
2022 Q2	$653K	Hold	16,000	–	–	0.16%	87
2022 Q1	$833K	Hold	16,000	–	–	0.18%	84
2021 Q4	$916K	Hold	16,000	–	–	0.17%	87
2021 Q3	$804K	Sell	16,000 -840	-5%	-$43.5K	0.19%	80
2021 Q2	$839K	Hold	16,840	–	–	0.24%	73
2021 Q1	$755K	Hold	16,840	–	–	0.24%	66
2020 Q4	$745K	Hold	16,840	–	–	0.22%	66
2020 Q3	$656K	Hold	16,840	–	–	0.37%	64
2020 Q2	$587K	Hold	16,840	–	–	0.35%	72
2020 Q1	$446K	Hold	16,840	–	–	0.29%	85
2019 Q4	$515K	Buy	+16,840	New	+$482K	0.21%	93

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

Biltmore Family Office's VGT Position: Q2 2026 in Review

Biltmore Family Office increased its Vanguard Information Technology ETF (VGT) stake by 1.2% in Q2 2026, buying an estimated $12.6K and bringing the position to 9,731 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #100.

Biltmore Family Office first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Biltmore Family Office held 9,731 shares of Vanguard Information Technology ETF worth $1.16M as of Q2 2026.
Biltmore Family Office bought 115 Vanguard Information Technology ETF shares in Q2 2026, an estimated $12.6K.
Vanguard Information Technology ETF made up 0.15% of Biltmore Family Office's portfolio in Q2 2026, its #100 holding.
Biltmore Family Office first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.