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CGN Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

CGN Advisors’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 		$654K Sell
5,472
-200
-4% -$21.9K 0.05% 207
2026
Q1 		$494K Buy
5,672
+888
+19% +$81.8K 0.04% 229
2025
Q4 		$450K Sell
4,784
-104
-2% -$9.88K 0.04% 230
2025
Q3 		$457K Sell
4,888
-800
-14% -$69.9K 0.04% 220
2025
Q2 		$472K Buy
5,688
+576
+11% +$41.9K 0.04% 223
2025
Q1 		$347K Sell
5,112
-136
-3% -$10.2K 0.03% 248
2024
Q4 		$408K Buy
+5,248
New +$403K 0.04% 222
2023
Q4 		– Sell
-7,464
Closed -$387K – 262
2023
Q3 		$387K Buy
7,464
+104
+1% +$5.66K 0.05% 195
2023
Q2 		$407K Buy
+7,360
New +$370K 0.06% 180
2022
Q2 		– Sell
-4,232
Closed -$220K – 237
2022
Q1 		$220K Sell
4,232
-7,696
-65% -$395K 0.05% 206
2021
Q4 		$683K Buy
11,928
+3,448
+41% +$189K 0.18% 123
2021
Q3 		$425K Buy
8,480
+1,544
+22% +$80K 0.14% 140
2021
Q2 		$346K Buy
6,936
+2,472
+55% +$117K 0.11% 162
2021
Q1 		$200K Buy
+4,464
New +$201K 0.07% 198

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

CGN Advisors's VGT Position: Q2 2026 in Review

CGN Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 3.5% in Q2 2026, selling an estimated $21.9K and leaving 5,472 shares worth $654K. The position accounts for 0.05% of the portfolio, ranked #207.

CGN Advisors first reported a position in VGT in Q1 2021 and has held it in 14 quarters since. The position peaked at $683K in Q4 2021. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • CGN Advisors held 5,472 shares of Vanguard Information Technology ETF worth $654K as of Q2 2026.
  • CGN Advisors sold 200 Vanguard Information Technology ETF shares in Q2 2026, an estimated $21.9K.
  • Vanguard Information Technology ETF made up 0.05% of CGN Advisors's portfolio in Q2 2026, its #207 holding.
  • CGN Advisors first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 14 quarters since.
  • CGN Advisors's Vanguard Information Technology ETF position peaked at $683K in Q4 2021.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.