Dynamic Advisor Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Dynamic Advisor Solutions’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	$3.17M	Buy	26,507 +7,155	+37%	+$783K	0.09%	236
2026 Q1	$1.69M	Buy	19,352 +1,024	+6%	+$94.3K	0.05%	350
2025 Q4	$1.73M	Sell	18,328 -2,352	-11%	-$223K	0.06%	328
2025 Q3	$1.93M	Buy	20,680 +2,736	+15%	+$239K	0.06%	329
2025 Q2	$1.49M	Sell	17,944 -520	-3%	-$37.8K	0.05%	355
2025 Q1	$1.25M	Buy	+18,464	New	+$1.39M	0.04%	374
2024 Q4	–	Sell	-22,832	Closed	-$1.67M	–	883
2024 Q3	$1.67M	Sell	22,832 -3,632	-14%	-$258K	0.05%	327
2024 Q2	$1.91M	Sell	26,464 -1,520	-5%	-$101K	0.06%	303
2024 Q1	$1.83M	Buy	27,984 +3,456	+14%	+$219K	0.06%	311
2023 Q4	$1.42M	Buy	24,528 +1,960	+9%	+$109K	0.05%	342
2023 Q3	$1.17M	Buy	22,568 +1,168	+5%	+$63.5K	0.06%	317
2023 Q2	$1.18M	Buy	21,400 +272	+1%	+$13.7K	0.06%	300
2023 Q1	$1.02M	Buy	21,128 +3,848	+22%	+$170K	0.06%	314
2022 Q4	$690K	Buy	17,280 +512	+3%	+$20.9K	0.05%	358
2022 Q3	$644K	Sell	16,768 -3,904	-19%	-$172K	0.05%	338
2022 Q2	$844K	Sell	20,672 -2,376	-10%	-$107K	0.06%	280
2022 Q1	$1.2M	Buy	23,048 +1,256	+6%	+$64.5K	0.08%	236
2021 Q4	$1.25M	Sell	21,792 -1,032	-5%	-$56.7K	0.09%	236
2021 Q3	$1.15M	Buy	22,824 +304	+1%	+$15.8K	0.09%	261
2021 Q2	$1.12M	Buy	22,520 +704	+3%	+$33.2K	0.09%	257
2021 Q1	$978K	Sell	21,816 -5,104	-19%	-$230K	0.09%	250
2020 Q4	$1.19M	Sell	26,920 -4,056	-13%	-$167K	0.11%	202
2020 Q3	$1.21M	Buy	30,976 +8,136	+36%	+$306K	0.14%	180
2020 Q2	$796K	Buy	22,840 +7,856	+52%	+$245K	0.11%	216
2020 Q1	$397K	Sell	14,984 -3,480	-19%	-$105K	0.07%	283
2019 Q4	$565K	Buy	18,464 +568	+3%	+$16.3K	0.08%	281
2019 Q3	$482K	Buy	17,896 +3,368	+23%	+$90.7K	0.07%	282
2019 Q2	$383K	Buy	14,528 +1,120	+8%	+$28.9K	0.06%	310
2019 Q1	$336K	Buy	13,408 +176	+1%	+$4.09K	0.06%	282
2018 Q4	$296K	Sell	13,232 -2,904	-18%	-$65.8K	0.06%	289
2018 Q3	$408K	Buy	16,136 +1,704	+12%	+$41.4K	0.08%	252
2018 Q2	$327K	Buy	+14,432	New	+$324K	0.07%	278

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

Dynamic Advisor Solutions's VGT Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Information Technology ETF (VGT) stake by 37% in Q2 2026, buying an estimated $783K and bringing the position to 26,507 shares worth $3.17M. The position accounts for 0.09% of the portfolio, ranked #236.

Dynamic Advisor Solutions first reported a position in VGT in Q2 2018 and has held it in 32 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Dynamic Advisor Solutions held 26,507 shares of Vanguard Information Technology ETF worth $3.17M as of Q2 2026.
Dynamic Advisor Solutions bought 7,155 Vanguard Information Technology ETF shares in Q2 2026, an estimated $783K.
Vanguard Information Technology ETF made up 0.09% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #236 holding.
Dynamic Advisor Solutions first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 32 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.