Conservest Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Conservest Capital 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	$1.77M	Sell	14,782 -2	-0%	-$219	0.14%	54
2026 Q1	$1.29M	Buy	14,784 +160	+1%	+$14.7K	0.12%	55
2025 Q4	$1.38M	Buy	14,624 +840	+6%	+$79.8K	0.12%	49
2025 Q3	$1.29M	Sell	13,784 -120	-0.9%	-$10.5K	0.12%	49
2025 Q2	$1.15M	Buy	13,904 +3,008	+28%	+$219K	0.11%	47
2025 Q1	$738K	Sell	10,896 -80	-0.7%	-$6.03K	0.08%	59
2024 Q4	$853K	Sell	10,976 -4,088	-27%	-$314K	0.09%	53
2024 Q3	$987K	Hold	15,064	–	–	0.1%	47
2024 Q2	$987K	Hold	15,064	–	–	0.11%	47
2024 Q1	$987K	Buy	15,064 +16	+0.1%	+$1.01K	0.1%	47
2023 Q4	$910K	Buy	15,048 +40	+0.3%	+$2.23K	0.1%	47
2023 Q3	$778K	Buy	15,008 +16	+0.1%	+$870	0.09%	49
2023 Q2	$829K	Hold	14,992	–	–	0.1%	48
2023 Q1	$722K	Buy	14,992 +24	+0.2%	+$1.06K	0.09%	50
2022 Q4	$598K	Buy	+14,968	New	+$611K	0.08%	52

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Conservest Capital Advisors's VGT Position: Q2 2026 in Review

Conservest Capital Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 0.01% in Q2 2026, selling an estimated $219 and leaving 14,782 shares worth $1.77M. The position accounts for 0.14% of the portfolio, ranked #54.

Conservest Capital Advisors first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Conservest Capital Advisors held 14,782 shares of Vanguard Information Technology ETF worth $1.77M as of Q2 2026.
Conservest Capital Advisors sold 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.14% of Conservest Capital Advisors's portfolio in Q2 2026, its #54 holding.
Conservest Capital Advisors first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.