CBIZ Investment Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

CBIZ Investment Advisory Services’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	$171K	Sell	245 -1,715	-88%	-$188K	0.01%	48
2026 Q1	$171K	Hold	1,960	–	–	0.01%	48
2025 Q4	$185K	Buy	1,960 +280	+17%	+$26.6K	0.01%	60
2025 Q3	$157K	Hold	1,680	–	–	0.01%	58
2025 Q2	$139K	Hold	1,680	–	–	0.01%	58
2025 Q1	$114K	Buy	1,680 +8	+0.5%	+$603	0.01%	65
2024 Q4	$130K	Hold	1,672	–	–	0.01%	60
2024 Q3	$123K	Buy	1,672 +1,360	+436%	+$96.6K	0.01%	62
2024 Q2	$22.5K	Sell	312 -48	-13%	-$3.19K	﹤0.01%	150
2024 Q1	$23.6K	Buy	+360	New	+$22.8K	﹤0.01%	151
2021 Q3	–	Hold	0	–	–	–	71
2020 Q4	–	Hold	0	–	–	–	44
2020 Q3	–	Hold	0	–	–	–	48
2020 Q2	–	Hold	0	–	–	–	54
2020 Q1	–	Hold	0	–	–	–	68
2019 Q4	–	Hold	0	–	–	–	72

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

CBIZ Investment Advisory Services's VGT Position: Q2 2026 in Review

CBIZ Investment Advisory Services reduced its Vanguard Information Technology ETF (VGT) stake by 88% in Q2 2026, selling an estimated $188K and leaving 245 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #48.

CBIZ Investment Advisory Services first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. The position peaked at $185K in Q4 2025. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

CBIZ Investment Advisory Services held 245 shares of Vanguard Information Technology ETF worth $171K as of Q2 2026.
CBIZ Investment Advisory Services sold 1,715 Vanguard Information Technology ETF shares in Q2 2026, an estimated $188K.
Vanguard Information Technology ETF made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #48 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's Vanguard Information Technology ETF position peaked at $185K in Q4 2025.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.