Burton Enright Welch’s Vanguard Information Technology ETF VGT Stock Holding History

Burton Enright Welch’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	$316K	Sell	2,646 -2	-0.1%	-$219	0.04%	120
2026 Q1	$231K	Sell	2,648 -256	-9%	-$23.6K	0.03%	127
2025 Q4	$273K	Hold	2,904	–	–	0.04%	114
2025 Q3	$271K	Hold	2,904	–	–	0.04%	114
2025 Q2	$240K	Buy	+2,904	New	+$211K	0.04%	111
2025 Q1	–	Sell	-2,640	Closed	-$206K	–	106
2024 Q4	$206K	Buy	+2,640	New	+$203K	0.04%	97

Other funds holding VGT

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Burton Enright Welch's VGT Position: Q2 2026 in Review

Burton Enright Welch reduced its Vanguard Information Technology ETF (VGT) stake by 0.08% in Q2 2026, selling an estimated $219 and leaving 2,646 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #120.

Burton Enright Welch first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. 1,342 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Burton Enright Welch held 2,646 shares of Vanguard Information Technology ETF worth $316K as of Q2 2026.
Burton Enright Welch sold 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.04% of Burton Enright Welch's portfolio in Q2 2026, its #120 holding.
Burton Enright Welch first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
1,342 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.