Colonial Trust Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Colonial Trust 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	$87K	Hold	728	–	–	0.01%	294
2026 Q1	$63.5K	Hold	728	–	–	﹤0.01%	321
2025 Q4	$68.6K	Hold	728	–	–	0.01%	307
2025 Q3	$67.9K	Hold	728	–	–	0.01%	303
2025 Q2	$60.4K	Hold	728	–	–	0.01%	315
2025 Q1	$49.4K	Hold	728	–	–	﹤0.01%	340
2024 Q4	$56.6K	Buy	728 +280	+63%	+$21.5K	0.01%	302
2024 Q3	$32.8K	Hold	448	–	–	﹤0.01%	378
2024 Q2	$32.3K	Hold	448	–	–	﹤0.01%	371
2024 Q1	$29.4K	Buy	+448	New	+$28.4K	﹤0.01%	401
2019 Q4	–	Sell	-10,136	Closed	-$273K	–	162
2019 Q3	$273K	Hold	10,136	–	–	0.05%	137
2019 Q2	$267K	Buy	10,136 +2,032	+25%	+$52.4K	0.05%	142
2019 Q1	$203K	Buy	+8,104	New	+$188K	0.04%	148
2018 Q4	–	Sell	-8,280	Closed	-$210K	–	150
2018 Q3	$210K	Buy	+8,280	New	+$201K	0.04%	146

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

Colonial Trust Advisors's VGT Position: Q2 2026 in Review

Colonial Trust Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 728 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #294.

Colonial Trust Advisors first reported a position in VGT in Q3 2018 and has held it in 14 quarters since. The position peaked at $273K in Q3 2019. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Colonial Trust Advisors held 728 shares of Vanguard Information Technology ETF worth $87K as of Q2 2026.
Colonial Trust Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #294 holding.
Colonial Trust Advisors first reported a position in Vanguard Information Technology ETF in Q3 2018 and has held it in 14 quarters since.
Colonial Trust Advisors's Vanguard Information Technology ETF position peaked at $273K in Q3 2019.
2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.