Colonial River Investments’s Vanguard Information Technology ETF VGT Stock Holding History

Colonial River Investments’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	$486K	Buy	4,066 +42	+1%	+$4.6K	0.14%	132
2026 Q1	$351K	Sell	4,024 -296	-7%	-$27.3K	0.13%	163
2025 Q4	$407K	Sell	4,320 -232	-5%	-$22K	0.15%	156
2025 Q3	$425K	Buy	4,552 +712	+19%	+$62.2K	0.16%	141
2025 Q2	$324K	Buy	3,840 +864	+29%	+$62.8K	0.14%	155
2025 Q1	$202K	Hold	2,976	–	–	0.11%	193
2024 Q4	$231K	Sell	2,976 -168	-5%	-$12.9K	0.11%	179
2024 Q3	$231K	Buy	3,144 +120	+4%	+$8.53K	0.11%	187
2024 Q2	$218K	Buy	+3,024	New	+$201K	0.12%	153
2023 Q3	–	Sell	-4,456	Closed	-$246K	–	181
2023 Q2	$246K	Buy	+4,456	New	+$224K	0.16%	148
2022 Q1	–	Sell	-8,016	Closed	-$459K	–	234
2021 Q4	$459K	Sell	8,016 -17,584	-69%	-$965K	0.25%	106
2021 Q3	$1.36M	Buy	25,600 +18,592	+265%	+$964K	0.96%	48
2021 Q2	$349K	Buy	7,008 +720	+11%	+$34K	0.25%	102
2021 Q1	$282K	Sell	6,288 -904	-13%	-$40.7K	0.23%	111
2020 Q4	$337	Buy	+7,192	New	+$296K	0.15%	94

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Colonial River Investments's VGT Position: Q2 2026 in Review

Colonial River Investments increased its Vanguard Information Technology ETF (VGT) stake by 1% in Q2 2026, buying an estimated $4.6K and bringing the position to 4,066 shares worth $486K. The position accounts for 0.14% of the portfolio, ranked #132.

Colonial River Investments first reported a position in VGT in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.36M in Q3 2021. 1,426 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Colonial River Investments held 4,066 shares of Vanguard Information Technology ETF worth $486K as of Q2 2026.
Colonial River Investments bought 42 Vanguard Information Technology ETF shares in Q2 2026, an estimated $4.6K.
Vanguard Information Technology ETF made up 0.14% of Colonial River Investments's portfolio in Q2 2026, its #132 holding.
Colonial River Investments first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 15 quarters since.
Colonial River Investments's Vanguard Information Technology ETF position peaked at $1.36M in Q3 2021.
1,426 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.