Brookwood Investment Group’s Vanguard Information Technology ETF VGT Stock Holding History

Brookwood Investment Group’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	$3.51M	Buy	29,380 +1,940	+7%	+$212K	0.4%	53
2026 Q1	$2.39M	Buy	27,440 +32	+0.1%	+$2.95K	0.3%	78
2025 Q4	$2.58M	Sell	27,408 -5,176	-16%	-$492K	0.31%	61
2025 Q3	$3.04M	Sell	32,584 -5,672	-15%	-$496K	0.39%	45
2025 Q2	$3.17M	Buy	38,256 +776	+2%	+$56.4K	0.51%	33
2025 Q1	$2.54M	Buy	+37,480	New	+$2.82M	0.44%	33

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

Brookwood Investment Group's VGT Position: Q2 2026 in Review

Brookwood Investment Group increased its Vanguard Information Technology ETF (VGT) stake by 7.1% in Q2 2026, buying an estimated $212K and bringing the position to 29,380 shares worth $3.51M. The position accounts for 0.4% of the portfolio, ranked #53.

Brookwood Investment Group first reported a position in VGT in Q1 2025 and has held it in 6 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Brookwood Investment Group held 29,380 shares of Vanguard Information Technology ETF worth $3.51M as of Q2 2026.
Brookwood Investment Group bought 1,940 Vanguard Information Technology ETF shares in Q2 2026, an estimated $212K.
Vanguard Information Technology ETF made up 0.4% of Brookwood Investment Group's portfolio in Q2 2026, its #53 holding.
Brookwood Investment Group first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 6 quarters since.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.