Birchbrook’s Vanguard Information Technology ETF VGT Stock Holding History

Birchbrook’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	$83.4K	Buy	698 +26	+4%	+$2.85K	0.04%	114
2026 Q1	$58.3K	Hold	672	–	–	0.03%	122
2025 Q4	$62.9K	Buy	672 +8	+1%	+$760	0.03%	116
2025 Q3	$62.3K	Hold	664	–	–	0.03%	117
2025 Q2	$55.3K	Hold	664	–	–	0.03%	122
2025 Q1	$45.2K	Hold	664	–	–	0.03%	124
2024 Q4	$51.8K	Buy	664 +96	+17%	+$7.37K	0.03%	119
2024 Q3	$41.8K	Hold	568	–	–	0.02%	123
2024 Q2	$41.1K	Hold	568	–	–	0.02%	127
2024 Q1	$37.3K	Hold	568	–	–	0.02%	135
2023 Q4	$34.5K	Buy	+568	New	+$31.6K	0.02%	138

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

Birchbrook's VGT Position: Q2 2026 in Review

Birchbrook increased its Vanguard Information Technology ETF (VGT) stake by 3.9% in Q2 2026, buying an estimated $2.85K and bringing the position to 698 shares worth $83.4K. The position accounts for 0.04% of the portfolio, ranked #114.

Birchbrook first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Birchbrook held 698 shares of Vanguard Information Technology ETF worth $83.4K as of Q2 2026.
Birchbrook bought 26 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.85K.
Vanguard Information Technology ETF made up 0.04% of Birchbrook's portfolio in Q2 2026, its #114 holding.
Birchbrook first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.