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Burney Company’s Vanguard Information Technology ETF VGT Stock Holding History

Burney Company’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 		$804K Buy
6,729
+113
+2% +$12.4K 0.02% 387
2026
Q1 		$577K Buy
6,616
+48
+0.7% +$4.42K 0.02% 413
2025
Q4 		$619K Sell
6,568
-112
-2% -$10.6K 0.02% 402
2025
Q3 		$623K Sell
6,680
-504
-7% -$44K 0.02% 382
2025
Q2 		$596K Sell
7,184
-368
-5% -$26.8K 0.02% 380
2025
Q1 		$512K Sell
7,552
-760
-9% -$57.3K 0.02% 416
2024
Q4 		$646K Sell
8,312
-832
-9% -$63.9K 0.02% 384
2024
Q3 		$670K Sell
9,144
-208
-2% -$14.8K 0.02% 391
2024
Q2 		$674K Buy
9,352
+32
+0.3% +$2.13K 0.03% 380
2024
Q1 		$611K Buy
9,320
+224
+2% +$14.2K 0.02% 401
2023
Q4 		$550K Sell
9,096
-448
-5% -$25K 0.02% 407
2023
Q3 		$495K Buy
9,544
+176
+2% +$9.57K 0.02% 405
2023
Q2 		$518K Sell
9,368
-1,920
-17% -$96.4K 0.02% 405
2023
Q1 		$544K Sell
11,288
-832
-7% -$36.8K 0.03% 392
2022
Q4 		$484K Sell
12,120
-2,184
-15% -$89.1K 0.02% 406
2022
Q3 		$549K Sell
14,304
-416
-3% -$18.3K 0.03% 394
2022
Q2 		$600K Sell
14,720
-112
-0.8% -$5.04K 0.03% 381
2022
Q1 		$772K Sell
14,832
-560
-4% -$28.7K 0.04% 364
2021
Q4 		$882K Sell
15,392
-720
-4% -$39.5K 0.04% 344
2021
Q3 		$808K Buy
16,112
+312
+2% +$16.2K 0.04% 342
2021
Q2 		$787K Buy
15,800
+176
+1% +$8.3K 0.04% 357
2021
Q1 		$700K Buy
15,624
+432
+3% +$19.4K 0.03% 361
2020
Q4 		$672K Sell
15,192
-2,408
-14% -$99K 0.04% 335
2020
Q3 		$686K Buy
17,600
+4,128
+31% +$155K 0.04% 319
2020
Q2 		$469K Buy
13,472
+1,592
+13% +$49.7K 0.03% 352
2020
Q1 		$315K Sell
11,880
-688
-5% -$20.9K 0.02% 351
2019
Q4 		$385K Sell
12,568
-384
-3% -$11K 0.02% 365
2019
Q3 		$349K Buy
12,952
+216
+2% +$5.82K 0.02% 355
2019
Q2 		$336K Sell
12,736
-568
-4% -$14.6K 0.02% 372
2019
Q1 		$334K Buy
13,304
+600
+5% +$13.9K 0.02% 367
2018
Q4 		$265K Sell
12,704
-112
-0.9% -$2.54K 0.02% 382
2018
Q3 		$325K Sell
12,816
-5,320
-29% -$129K 0.02% 369
2018
Q2 		$411K Buy
18,136
+696
+4% +$15.6K 0.02% 339
2018
Q1 		$373K Sell
17,440
-520
-3% -$11.4K 0.02% 320
2017
Q4 		$370K Buy
17,960
+5,512
+44% +$112K 0.02% 323
2017
Q3 		$235K Buy
12,448
+680
+6% +$12.6K 0.02% 365
2017
Q2 		$207K Sell
11,768
-208
-2% -$3.66K 0.01% 377
2017
Q1 		$203K Buy
+11,976
New +$196K 0.01% 376
2016
Q3 		– Sell
-39,352
Closed -$527K – 396
2016
Q2 		$527K Sell
39,352
-432
-1% -$5.8K 0.04% 262
2016
Q1 		$545K Buy
+39,784
New +$507K 0.04% 260
2015
Q3 		– Sell
-41,576
Closed -$552K – 396
2015
Q2 		$552K Hold
41,576
– – 0.04% 258
2015
Q1 		$554K Sell
41,576
-1,248
-3% -$16.5K 0.04% 273
2014
Q4 		$559K Sell
42,824
-184
-0.4% -$2.35K 0.04% 258
2014
Q3 		$538K Sell
43,008
-248
-0.6% -$3.08K 0.05% 264
2014
Q2 		$523K Sell
43,256
-664
-2% -$7.66K 0.05% 267
2014
Q1 		$502K Sell
43,920
-88
-0.2% -$990 0.05% 264
2013
Q4 		$493K Sell
44,008
-864
-2% -$9.16K 0.05% 278
2013
Q3 		$453K Sell
44,872
-1,040
-2% -$10.2K 0.05% 281
2013
Q2 		$425K Buy
+45,912
New +$425K 0.05% 278

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

Burney Company's VGT Position: Q2 2026 in Review

Burney Company increased its Vanguard Information Technology ETF (VGT) stake by 1.7% in Q2 2026, buying an estimated $12.4K and bringing the position to 6,729 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #387.

Burney Company first reported a position in VGT in Q2 2013 and has held it in 49 quarters since. The position peaked at $882K in Q4 2021. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Burney Company held 6,729 shares of Vanguard Information Technology ETF worth $804K as of Q2 2026.
  • Burney Company bought 113 Vanguard Information Technology ETF shares in Q2 2026, an estimated $12.4K.
  • Vanguard Information Technology ETF made up 0.02% of Burney Company's portfolio in Q2 2026, its #387 holding.
  • Burney Company first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 49 quarters since.
  • Burney Company's Vanguard Information Technology ETF position peaked at $882K in Q4 2021.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.