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Black Diamond Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Black Diamond Financial’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 		$3.03M Buy
25,363
+619
+3% +$67.8K 0.27% 51
2026
Q1 		$2.16M Buy
24,744
+152
+0.6% +$14K 0.24% 56
2025
Q4 		$2.32M Buy
24,592
+8,808
+56% +$837K 0.24% 54
2025
Q3 		$1.47M Buy
15,784
+16
+0.1% +$1.4K 0.17% 64
2025
Q2 		$1.31M Buy
15,768
+976
+7% +$71K 0.2% 59
2025
Q1 		$1M Buy
14,792
+968
+7% +$72.9K 0.15% 65
2024
Q4 		$1.07M Sell
13,824
-1,056
-7% -$81.1K 0.16% 62
2024
Q3 		$1.09M Buy
14,880
+2,656
+22% +$189K 0.19% 60
2024
Q2 		$881K Buy
12,224
+608
+5% +$40.4K 0.17% 65
2024
Q1 		$703K Hold
11,616
– – 0.19% 55
2023
Q4 		$703K Sell
11,616
-2,264
-16% -$126K 0.19% 55
2023
Q3 		$719K Buy
13,880
+4,896
+54% +$266K 0.22% 53
2023
Q2 		$496K Buy
8,984
+8
+0.1% +$402 0.15% 66
2023
Q1 		$433K Buy
8,976
+1,616
+22% +$71.4K 0.14% 68
2022
Q4 		$294K Buy
7,360
+8
+0.1% +$326 0.11% 83
2022
Q3 		$283K Buy
7,352
+536
+8% +$23.6K 0.11% 78
2022
Q2 		$278K Hold
6,816
– – 0.11% 90
2022
Q1 		$355K Sell
6,816
-1,368
-17% -$70.2K 0.11% 80
2021
Q4 		$469K Sell
8,184
-4,088
-33% -$224K 0.16% 59
2021
Q3 		$616K Buy
12,272
+360
+3% +$18.7K 0.3% 44
2021
Q2 		$594K Buy
11,912
+120
+1% +$5.66K 0.23% 48
2021
Q1 		$529K Hold
11,792
– – 0.22% 49
2020
Q4 		$522K Buy
11,792
+5,448
+86% +$224K 0.24% 46
2020
Q3 		$247K Buy
+6,344
New +$239K 0.14% 58

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

Black Diamond Financial's VGT Position: Q2 2026 in Review

Black Diamond Financial increased its Vanguard Information Technology ETF (VGT) stake by 2.5% in Q2 2026, buying an estimated $67.8K and bringing the position to 25,363 shares worth $3.03M. The position accounts for 0.27% of the portfolio, ranked #51.

Black Diamond Financial first reported a position in VGT in Q3 2020 and has held it in 24 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Black Diamond Financial held 25,363 shares of Vanguard Information Technology ETF worth $3.03M as of Q2 2026.
  • Black Diamond Financial bought 619 Vanguard Information Technology ETF shares in Q2 2026, an estimated $67.8K.
  • Vanguard Information Technology ETF made up 0.27% of Black Diamond Financial's portfolio in Q2 2026, its #51 holding.
  • Black Diamond Financial first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.