Concurrent Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Concurrent Investment 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	$27.1M	Buy	226,984 +17,312	+8%	+$1.9M	0.23%	81
2026 Q1	$18.3M	Sell	209,672 -6,952	-3%	-$640K	0.2%	112
2025 Q4	$20.4M	Buy	216,624 +9,328	+4%	+$886K	0.23%	92
2025 Q3	$19.3M	Buy	207,296 +3,264	+2%	+$285K	0.33%	58
2025 Q2	$16.9M	Buy	204,032 +34,192	+20%	+$2.49M	0.33%	62
2025 Q1	$11.5M	Buy	169,840 +85,112	+100%	+$6.41M	0.28%	81
2024 Q4	$6.59M	Sell	84,728 -4,968	-6%	-$382K	0.18%	117
2024 Q3	$6.58M	Sell	89,696 -1,512	-2%	-$107K	0.19%	113
2024 Q2	$6.57M	Sell	91,208 -5,648	-6%	-$375K	0.22%	108
2024 Q1	$6.35M	Sell	96,856 -14,568	-13%	-$923K	0.26%	95
2023 Q4	$6.74M	Buy	+111,424	New	+$6.21M	0.32%	76

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

Concurrent Investment Advisors's VGT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 8.3% in Q2 2026, buying an estimated $1.9M and bringing the position to 226,984 shares worth $27.1M. The position accounts for 0.23% of the portfolio, ranked #81.

Concurrent Investment Advisors first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Concurrent Investment Advisors held 226,984 shares of Vanguard Information Technology ETF worth $27.1M as of Q2 2026.
Concurrent Investment Advisors bought 17,312 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.9M.
Vanguard Information Technology ETF made up 0.23% of Concurrent Investment Advisors's portfolio in Q2 2026, its #81 holding.
Concurrent Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.