Concord Asset Management (Virginia)’s Vanguard Information Technology ETF VGT Stock Holding History

Concord Asset Management (Virginia)’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	$2.15M	Buy	18,027 +12,867	+249%	+$1.41M	0.33%	70
2026 Q1	$450K	Buy	5,160 +424	+9%	+$39K	0.08%	109
2025 Q4	$446K	Hold	4,736	–	–	0.08%	113
2025 Q3	$442K	Sell	4,736 -4,200	-47%	-$367K	0.08%	114
2025 Q2	$741K	Buy	8,936 +4,192	+88%	+$305K	0.11%	135
2025 Q1	$308K	Buy	4,744 +336	+8%	+$25.3K	0.07%	118
2024 Q4	$343K	Hold	4,408	–	–	0.08%	118
2024 Q3	$323K	Sell	4,408 -64	-1%	-$4.55K	0.07%	114
2024 Q2	$322K	Buy	4,472 +176	+4%	+$11.7K	0.08%	118
2024 Q1	$282K	Sell	4,296 -248	-5%	-$15.7K	0.07%	123
2023 Q4	$275K	Sell	4,544 -208	-4%	-$11.6K	0.08%	119
2023 Q3	$246K	Hold	4,752	–	–	0.08%	113
2023 Q2	$263K	Hold	4,752	–	–	0.09%	106
2023 Q1	$229K	Buy	+4,752	New	+$210K	0.09%	103

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

Concord Asset Management (Virginia)'s VGT Position: Q2 2026 in Review

Concord Asset Management (Virginia) increased its Vanguard Information Technology ETF (VGT) stake by 249% in Q2 2026, buying an estimated $1.41M and bringing the position to 18,027 shares worth $2.15M. The position accounts for 0.33% of the portfolio, ranked #70.

Concord Asset Management (Virginia) first reported a position in VGT in Q1 2023 and has held it in 14 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Concord Asset Management (Virginia) held 18,027 shares of Vanguard Information Technology ETF worth $2.15M as of Q2 2026.
Concord Asset Management (Virginia) bought 12,867 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.41M.
Vanguard Information Technology ETF made up 0.33% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #70 holding.
Concord Asset Management (Virginia) first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 14 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.