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Dougherty & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Dougherty & Associates’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 		$10M Buy
83,721
+2,033
+2% +$223K 8.01% 3
2026
Q1 		$7.12M Buy
81,688
+5,728
+8% +$527K 6.55% 4
2025
Q4 		$7.16M Buy
+75,960
New +$7.22M 6.4% 4

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

Dougherty & Associates's VGT Position: Q2 2026 in Review

Dougherty & Associates increased its Vanguard Information Technology ETF (VGT) stake by 2.5% in Q2 2026, buying an estimated $223K and bringing the position to 83,721 shares worth $10M. The position accounts for 8.01% of the portfolio, ranked #3.

Dougherty & Associates first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Dougherty & Associates held 83,721 shares of Vanguard Information Technology ETF worth $10M as of Q2 2026.
  • Dougherty & Associates bought 2,033 Vanguard Information Technology ETF shares in Q2 2026, an estimated $223K.
  • Vanguard Information Technology ETF made up 8.01% of Dougherty & Associates's portfolio in Q2 2026, its #3 holding.
  • Dougherty & Associates first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.