DPI
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Diversified Portfolios Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Diversified Portfolios Inc’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 		$498K Sell
4,165
-211
-5% -$23.1K 0.04% 142
2026
Q1 		$382K Sell
4,376
-4,856
-53% -$447K 0.03% 142
2025
Q4 		$870K Sell
9,232
-64
-0.7% -$6.08K 0.07% 97
2025
Q3 		$868K Hold
9,296
– – 0.08% 94
2025
Q2 		$771K Sell
9,296
-112
-1% -$8.14K 0.07% 95
2025
Q1 		$638K Buy
9,408
+112
+1% +$8.44K 0.07% 99
2024
Q4 		$723K Hold
9,296
– – 0.08% 94
2024
Q3 		$682K Buy
9,296
+1,528
+20% +$109K 0.08% 94
2024
Q2 		$560K Buy
7,768
+1,208
+18% +$80.3K 0.07% 98
2024
Q1 		$430K Hold
6,560
– – 0.06% 100
2023
Q4 		$397K Hold
6,560
– – 0.06% 98
2023
Q3 		$340K Hold
6,560
– – 0.06% 96
2023
Q2 		$363K Hold
6,560
– – 0.07% 101
2023
Q1 		$316K Sell
6,560
-1,040
-14% -$46K 0.07% 110
2022
Q4 		$303K Sell
7,600
-560
-7% -$22.8K 0.07% 114
2022
Q3 		$314K Sell
8,160
-2,000
-20% -$88K 0.08% 108
2022
Q2 		$415K Hold
10,160
– – 0.12% 85
2022
Q1 		$529K Buy
10,160
+3,600
+55% +$185K 0.13% 82
2021
Q4 		$376K Hold
6,560
– – 0.09% 101
2021
Q3 		$329K Buy
6,560
+536
+9% +$27.8K 0.09% 97
2021
Q2 		$300K Buy
6,024
+424
+8% +$20K 0.11% 87
2021
Q1 		$251K Hold
5,600
– – 0.08% 89
2020
Q4 		$248K Hold
5,600
– – 0.09% 85
2020
Q3 		$218K Buy
+5,600
New +$211K 0.09% 69

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

Diversified Portfolios Inc's VGT Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Information Technology ETF (VGT) stake by 4.8% in Q2 2026, selling an estimated $23.1K and leaving 4,165 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #142.

Diversified Portfolios Inc first reported a position in VGT in Q3 2020 and has held it in 24 quarters since. The position peaked at $870K in Q4 2025. 2,195 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Diversified Portfolios Inc held 4,165 shares of Vanguard Information Technology ETF worth $498K as of Q2 2026.
  • Diversified Portfolios Inc sold 211 Vanguard Information Technology ETF shares in Q2 2026, an estimated $23.1K.
  • Vanguard Information Technology ETF made up 0.04% of Diversified Portfolios Inc's portfolio in Q2 2026, its #142 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • Diversified Portfolios Inc's Vanguard Information Technology ETF position peaked at $870K in Q4 2025.
  • 2,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.