BFP
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Birchwood Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Birchwood Financial Partners’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 		$23.3K Buy
195
+3
+2% +$328 0.02% 230
2026
Q1 		$16.9K Hold
192
– – 0.02% 244
2025
Q4 		$18.3K Buy
+192
New +$18.2K 0.02% 238

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

Birchwood Financial Partners's VGT Position: Q2 2026 in Review

Birchwood Financial Partners increased its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q2 2026, buying an estimated $328 and bringing the position to 195 shares worth $23.3K. The position accounts for 0.02% of the portfolio, ranked #230.

Birchwood Financial Partners first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Birchwood Financial Partners held 195 shares of Vanguard Information Technology ETF worth $23.3K as of Q2 2026.
  • Birchwood Financial Partners bought 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
  • Vanguard Information Technology ETF made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #230 holding.
  • Birchwood Financial Partners first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.