Clifford Swan Investment Counsel’s Vanguard Information Technology ETF VGT Stock Holding History

Clifford Swan Investment Counsel’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	$3.18M	Hold	26,568	–	–	0.1%	137
2026 Q1	$2.32M	Sell	26,568 -56	-0.2%	-$5.16K	0.08%	143
2025 Q4	$2.51M	Hold	26,624	–	–	0.08%	140
2025 Q3	$2.48M	Hold	26,624	–	–	0.08%	138
2025 Q2	$2.21M	Sell	26,624 -904	-3%	-$65.7K	0.08%	140
2025 Q1	$1.87M	Buy	27,528 +664	+2%	+$50K	0.07%	145
2024 Q4	$2.09M	Hold	26,864	–	–	0.08%	142
2024 Q3	$1.97M	Hold	26,864	–	–	0.07%	147
2024 Q2	$1.94M	Hold	26,864	–	–	0.07%	143
2024 Q1	$1.76M	Hold	26,864	–	–	0.07%	150
2023 Q4	$1.63M	Hold	26,864	–	–	0.06%	152
2023 Q3	$1.39M	Hold	26,864	–	–	0.06%	155
2023 Q2	$1.48M	Hold	26,864	–	–	0.06%	154
2023 Q1	$1.29M	Hold	26,864	–	–	0.05%	157
2022 Q4	$1.07M	Hold	26,864	–	–	0.05%	165
2022 Q3	$1.03M	Hold	26,864	–	–	0.05%	165
2022 Q2	$1.1M	Sell	26,864 -360	-1%	-$16.2K	0.05%	163
2022 Q1	$1.42M	Buy	27,224 +2,208	+9%	+$113K	0.05%	160
2021 Q4	$1.43M	Hold	25,016	–	–	0.05%	162
2021 Q3	$1.36M	Hold	25,016	–	–	0.05%	167
2021 Q2	$1.3M	Hold	25,016	–	–	0.05%	162
2021 Q1	$1.12M	Hold	25,016	–	–	0.05%	168
2020 Q4	$1.11M	Hold	25,016	–	–	0.05%	168
2020 Q3	$974K	Buy	25,016 +16	+0.1%	+$602	0.05%	166
2020 Q2	$871K	Hold	25,000	–	–	0.04%	171
2020 Q1	$662K	Hold	25,000	–	–	0.04%	178
2019 Q4	$765K	Hold	25,000	–	–	0.04%	184
2019 Q3	$674K	Buy	25,000 +1,000	+4%	+$26.9K	0.04%	185
2019 Q2	$633K	Hold	24,000	–	–	0.03%	189
2019 Q1	$602K	Hold	24,000	–	–	0.03%	192
2018 Q4	$500K	Sell	24,000 -7,920	-25%	-$179K	0.03%	202
2018 Q3	$808K	Buy	31,920 +16	+0.1%	+$389	0.04%	168
2018 Q2	$723K	Buy	31,904 +7,904	+33%	+$178K	0.04%	177
2018 Q1	$513K	Hold	24,000	–	–	0.03%	204
2017 Q4	$494K	Hold	24,000	–	–	0.03%	209
2017 Q3	$456K	Hold	24,000	–	–	0.03%	214
2017 Q2	$423K	Hold	24,000	–	–	0.03%	229
2017 Q1	$407K	Hold	24,000	–	–	0.03%	220
2016 Q4	$364K	Hold	24,000	–	–	0.02%	217
2016 Q3	$361K	Hold	24,000	–	–	0.02%	220
2016 Q2	$321K	Sell	24,000 -2,400	-9%	-$32.2K	0.02%	214
2016 Q1	$361K	Hold	26,400	–	–	0.02%	213
2015 Q4	$357K	Hold	26,400	–	–	0.02%	216
2015 Q3	$330K	Buy	26,400 +2,400	+10%	+$31.5K	0.02%	213
2015 Q2	$319K	Hold	24,000	–	–	0.02%	215
2015 Q1	$320K	Hold	24,000	–	–	0.02%	215
2014 Q4	$313K	Hold	24,000	–	–	0.02%	216
2014 Q3	$300K	Hold	24,000	–	–	0.02%	212
2014 Q2	$290K	Hold	24,000	–	–	0.02%	221
2014 Q1	$275K	Hold	24,000	–	–	0.02%	225
2013 Q4	$269K	Hold	24,000	–	–	0.02%	211
2013 Q3	$242K	Hold	24,000	–	–	0.02%	207
2013 Q2	$222K	Buy	+24,000	New	+$222K	0.02%	208

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

Clifford Swan Investment Counsel's VGT Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 26,568 shares worth $3.18M. The position accounts for 0.1% of the portfolio, ranked #137.

Clifford Swan Investment Counsel first reported a position in VGT in Q2 2013 and has held it in 53 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Clifford Swan Investment Counsel held 26,568 shares of Vanguard Information Technology ETF worth $3.18M as of Q2 2026.
Clifford Swan Investment Counsel left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.1% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #137 holding.
Clifford Swan Investment Counsel first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 53 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.