BlueStem Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

BlueStem Wealth 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	$282K	Hold	2,360	–	–	0.03%	106
2026 Q1	$206K	Buy	2,360 +8	+0.3%	+$737	0.02%	120
2025 Q4	$222K	Hold	2,352	–	–	0.02%	116
2025 Q3	$220K	Sell	2,352 -240	-9%	-$21K	0.03%	118
2025 Q2	$215K	Buy	+2,592	New	+$188K	0.03%	113
2025 Q1	–	Sell	-2,584	Closed	-$201K	–	110
2024 Q4	$201K	Buy	+2,584	New	+$198K	0.03%	100

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

BlueStem Wealth Partners's VGT Position: Q2 2026 in Review

BlueStem Wealth Partners held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,360 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #106.

BlueStem Wealth Partners first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

BlueStem Wealth Partners held 2,360 shares of Vanguard Information Technology ETF worth $282K as of Q2 2026.
BlueStem Wealth Partners left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.03% of BlueStem Wealth Partners's portfolio in Q2 2026, its #106 holding.
BlueStem Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.