Curtis Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Curtis Advisory Group’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	$22.1M	Buy	184,664 +7,200	+4%	+$788K	4.29%	5
2026 Q1	$15.5M	Hold	177,464	–	–	3.34%	7
2025 Q4	$16.7M	Sell	177,464 -256	-0.1%	-$24.3K	3.51%	7
2025 Q3	$16.6M	Hold	177,720	–	–	3.76%	7
2025 Q2	$14.7M	Sell	177,720 -9,600	-5%	-$698K	3.7%	7
2025 Q1	$12.7M	Hold	187,320	–	–	3.73%	5
2024 Q4	$14.6M	Hold	187,320	–	–	3.85%	5
2024 Q3	$13.7M	Buy	187,320 +1,448	+0.8%	+$103K	3.9%	5
2024 Q2	$13.4M	Buy	185,872 +192	+0.1%	+$12.8K	4.73%	4
2024 Q1	$12.2M	Buy	185,680 +1,440	+0.8%	+$91.3K	4.71%	4
2023 Q4	$11.1M	Sell	184,240 -359,600	-66%	-$20M	5.09%	3
2023 Q3	$28.2M	Hold	543,840	–	–	9.38%	2
2023 Q2	$30.1M	Buy	543,840 +7,200	+1%	+$362K	9.61%	2
2023 Q1	$25.9M	Hold	536,640	–	–	9.44%	2
2022 Q4	$21.4M	Hold	536,640	–	–	8.57%	2
2022 Q3	$20.6M	Hold	536,640	–	–	8.47%	2
2022 Q2	$21.9M	Sell	536,640 -4,800	-0.9%	-$216K	8.69%	2
2022 Q1	$28.2M	Sell	541,440 -40,000	-7%	-$2.05M	9.52%	2
2021 Q4	$33.3M	Buy	581,440 +27,200	+5%	+$1.49M	10.93%	2
2021 Q3	$27.8M	Hold	554,240	–	–	10.1%	2
2021 Q2	$27.6M	Buy	554,240 +1,200	+0.2%	+$56.6K	11.98%	2
2021 Q1	$24.8M	Hold	553,040	–	–	10.99%	2
2020 Q4	$24.5M	Hold	553,040	–	–	11.91%	2
2020 Q3	$21.5M	Hold	553,040	–	–	12.7%	2
2020 Q2	$19.3M	Buy	553,040 +128,000	+30%	+$3.99M	13.82%	2
2020 Q1	$11.3M	Hold	425,040	–	–	7.43%	5
2019 Q4	$13M	Buy	+425,040	New	+$12.2M	7.48%	5

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

Curtis Advisory Group's VGT Position: Q2 2026 in Review

Curtis Advisory Group increased its Vanguard Information Technology ETF (VGT) stake by 4.1% in Q2 2026, buying an estimated $788K and bringing the position to 184,664 shares worth $22.1M. The position accounts for 4.29% of the portfolio, ranked #5.

Curtis Advisory Group first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. The position peaked at $33.3M in Q4 2021. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Curtis Advisory Group held 184,664 shares of Vanguard Information Technology ETF worth $22.1M as of Q2 2026.
Curtis Advisory Group bought 7,200 Vanguard Information Technology ETF shares in Q2 2026, an estimated $788K.
Vanguard Information Technology ETF made up 4.29% of Curtis Advisory Group's portfolio in Q2 2026, its #5 holding.
Curtis Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
Curtis Advisory Group's Vanguard Information Technology ETF position peaked at $33.3M in Q4 2021.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.