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

BSW 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	$405K	Hold	3,392	–	–	0.05%	204
2026 Q1	$296K	Hold	3,392	–	–	0.04%	250
2025 Q4	$320K	Hold	3,392	–	–	0.04%	233
2025 Q3	$317K	Hold	3,392	–	–	0.04%	245
2025 Q2	$281K	Hold	3,392	–	–	0.04%	253
2025 Q1	$230K	Hold	3,392	–	–	0.03%	272
2024 Q4	$264K	Hold	3,392	–	–	0.04%	254
2024 Q3	$249K	Hold	3,392	–	–	0.04%	259
2024 Q2	$244K	Hold	3,392	–	–	0.04%	248
2024 Q1	$222K	Hold	3,392	–	–	0.04%	264
2023 Q4	$205K	Buy	+3,392	New	+$189K	0.04%	258
2023 Q3	–	Sell	-3,880	Closed	-$214K	–	287
2023 Q2	$214K	Sell	3,880 -6,792	-64%	-$341K	0.04%	243
2023 Q1	$514K	Buy	+10,672	New	+$472K	0.11%	134
2022 Q2	–	Sell	-4,632	Closed	-$241K	–	309
2022 Q1	$241K	Hold	4,632	–	–	0.06%	240
2021 Q4	$265K	Hold	4,632	–	–	0.07%	213
2021 Q3	$232K	Hold	4,632	–	–	0.06%	221
2021 Q2	$231K	Buy	+4,632	New	+$218K	0.06%	214
2020 Q1	–	Sell	-20,616	Closed	-$631K	–	137
2019 Q4	$631K	Buy	+20,616	New	+$590K	0.22%	47

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

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

BSW Wealth Partners held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 3,392 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #204.

BSW Wealth Partners first reported a position in VGT in Q4 2019 and has held it in 18 quarters since. The position peaked at $631K in Q4 2019. 615 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

BSW Wealth Partners held 3,392 shares of Vanguard Information Technology ETF worth $405K as of Q2 2026.
BSW Wealth Partners left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #204 holding.
BSW Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 18 quarters since.
BSW Wealth Partners's Vanguard Information Technology ETF position peaked at $631K in Q4 2019.
615 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.