Bullock Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Bullock Wealth Management’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	$470K	Buy	4,006 +6	+0.2%	+$657	0.2%	104
2026 Q1	$354K	Hold	4,000	–	–	0.18%	118
2025 Q4	$377K	Buy	4,000 +8	+0.2%	+$760	0.18%	108
2025 Q3	$376K	Hold	3,992	–	–	0.19%	109
2025 Q2	$327K	Buy	3,992 +8	+0.2%	+$582	0.17%	110
2025 Q1	$273K	Sell	3,984 -328	-8%	-$24.7K	0.15%	122
2024 Q4	$335K	Buy	4,312 +8	+0.2%	+$614	0.2%	107
2024 Q3	$308K	Sell	4,304 -144	-3%	-$10.2K	0.19%	109
2024 Q2	$324K	Sell	4,448 -288	-6%	-$19.1K	0.21%	97
2024 Q1	$311K	Buy	+4,736	New	+$300K	0.21%	102

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

Bullock Wealth Management's VGT Position: Q2 2026 in Review

Bullock Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.15% in Q2 2026, buying an estimated $657 and bringing the position to 4,006 shares worth $470K. The position accounts for 0.2% of the portfolio, ranked #104.

Bullock Wealth Management first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. 2,201 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Bullock Wealth Management held 4,006 shares of Vanguard Information Technology ETF worth $470K as of Q2 2026.
Bullock Wealth Management bought 6 Vanguard Information Technology ETF shares in Q2 2026, an estimated $657.
Vanguard Information Technology ETF made up 0.2% of Bullock Wealth Management's portfolio in Q2 2026, its #104 holding.
Bullock Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
2,201 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.