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Curran Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Curran Financial Partners’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 		$18.9M Buy
157,913
+149,249
+1,723% +$16.3M 2.81% 11
2026
Q1 		$756K Sell
8,664
-174,912
-95% -$16.1M 0.14% 73
2025
Q4 		$17.3M Buy
183,576
+4,208
+2% +$400K 3.29% 9
2025
Q3 		$16.7M Buy
179,368
+5,248
+3% +$459K 3.31% 9
2025
Q2 		$14.4M Buy
+174,120
New +$12.7M 3.19% 10
2025
Q1 		– Sell
-190,832
Closed -$14.8M – 104
2024
Q4 		$14.8M Sell
190,832
-15,064
-7% -$1.16M 3.89% 5
2024
Q3 		$15.1M Buy
205,896
+16,864
+9% +$1.2M 4.29% 4
2024
Q2 		$13.6M Buy
189,032
+9,064
+5% +$603K 4.56% 4
2024
Q1 		$11.8M Sell
179,968
-216
-0.1% -$13.7K 4.1% 5
2023
Q4 		$11.4M Buy
+180,184
New +$10M 4.38% 4
2023
Q3 		– Sell
-208,584
Closed -$11.5M – 83
2023
Q2 		$11.5M Sell
208,584
-7,216
-3% -$362K 5.01% 4
2023
Q1 		$10.4M Sell
215,800
-73,848
-25% -$3.26M 4.93% 4
2022
Q4 		$11.6M Buy
+289,648
New +$11.8M 5.58% 3
2022
Q2 		– Sell
-376,576
Closed -$19.6M – 72
2022
Q1 		$19.6M Buy
376,576
+28,696
+8% +$1.47M 8.06% 1
2021
Q4 		$19.9M Buy
347,880
+15,592
+5% +$856K 8.46% 1
2021
Q3 		$16.6M Buy
332,288
+18,608
+6% +$964K 8.51% 1
2021
Q2 		$15.6M Buy
+313,680
New +$14.8M 8.59% 1
2021
Q1 		– Sell
-226,144
Closed -$10M – 64
2020
Q4 		$10M Buy
+226,144
New +$9.3M 8.57% 2

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Curran Financial Partners's VGT Position: Q2 2026 in Review

Curran Financial Partners increased its Vanguard Information Technology ETF (VGT) stake by 1,723% in Q2 2026, buying an estimated $16.3M and bringing the position to 157,913 shares worth $18.9M. The position accounts for 2.81% of the portfolio, ranked #11.

Curran Financial Partners first reported a position in VGT in Q4 2020 and has held it in 18 quarters since. The position peaked at $19.9M in Q4 2021. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Curran Financial Partners held 157,913 shares of Vanguard Information Technology ETF worth $18.9M as of Q2 2026.
  • Curran Financial Partners bought 149,249 Vanguard Information Technology ETF shares in Q2 2026, an estimated $16.3M.
  • Vanguard Information Technology ETF made up 2.81% of Curran Financial Partners's portfolio in Q2 2026, its #11 holding.
  • Curran Financial Partners first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 18 quarters since.
  • Curran Financial Partners's Vanguard Information Technology ETF position peaked at $19.9M in Q4 2021.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.