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Birchcreek Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Birchcreek Wealth Management’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 		$2.81M Sell
23,522
-2,518
-10% -$276K 1.1% 16
2026
Q1 		$2.27M Sell
26,040
-440
-2% -$40.5K 1.09% 17
2025
Q4 		$2.5M Sell
26,480
-12,296
-32% -$1.17M 1.23% 16
2025
Q3 		$3.62M Sell
38,776
-2,472
-6% -$216K 1.87% 12
2025
Q2 		$3.42M Buy
41,248
+2,312
+6% +$168K 1.94% 13
2025
Q1 		$2.64M Sell
38,936
-536
-1% -$40.4K 1.67% 13
2024
Q4 		$3.07M Sell
39,472
-5,056
-11% -$388K 1.93% 10
2024
Q3 		$3.26M Buy
44,528
+408
+0.9% +$29K 2.14% 12
2024
Q2 		$3.18M Sell
44,120
-112
-0.3% -$7.45K 1.79% 13
2024
Q1 		$2.9M Sell
44,232
-1,488
-3% -$94.3K 1.52% 14
2023
Q4 		$2.77M Sell
45,720
-6,096
-12% -$340K 1.65% 15
2023
Q3 		$2.69M Sell
51,816
-1,536
-3% -$83.5K 1.82% 14
2023
Q2 		$2.95M Sell
53,352
-1,888
-3% -$94.8K 2.06% 11
2023
Q1 		$2.66M Sell
55,240
-5,312
-9% -$235K 2.11% 12
2022
Q4 		$2.42M Buy
60,552
+1,072
+2% +$43.7K 2.15% 14
2022
Q3 		$2.29M Buy
59,480
+1,944
+3% +$85.5K 2.12% 13
2022
Q2 		$2.35M Buy
57,536
+13,464
+31% +$606K 2.11% 13
2022
Q1 		$2.29M Buy
44,072
+4,152
+10% +$213K 2.03% 15
2021
Q4 		$2.29M Buy
39,920
+2,064
+5% +$113K 1.99% 14
2021
Q3 		$1.9M Sell
37,856
-2,832
-7% -$147K 1.77% 16
2021
Q2 		$2.03M Sell
40,688
-1,200
-3% -$56.6K 1.95% 15
2021
Q1 		$1.88M Sell
41,888
-4,400
-10% -$198K 1.99% 13
2020
Q4 		$2.05M Buy
+46,288
New +$1.9M 2.01% 11

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Birchcreek Wealth Management's VGT Position: Q2 2026 in Review

Birchcreek Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 9.7% in Q2 2026, selling an estimated $276K and leaving 23,522 shares worth $2.81M. The position accounts for 1.1% of the portfolio, ranked #16.

Birchcreek Wealth Management first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.62M in Q3 2025. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Birchcreek Wealth Management held 23,522 shares of Vanguard Information Technology ETF worth $2.81M as of Q2 2026.
  • Birchcreek Wealth Management sold 2,518 Vanguard Information Technology ETF shares in Q2 2026, an estimated $276K.
  • Vanguard Information Technology ETF made up 1.1% of Birchcreek Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's Vanguard Information Technology ETF position peaked at $3.62M in Q3 2025.
  • 2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.