Edgestream Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Edgestream 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	–	Sell	-2,424	Closed	-$211K	–	1151
2026 Q1	$211K	Sell	2,424 -4,544	-65%	-$418K	0.01%	847
2025 Q4	$657K	Sell	6,968 -3,552	-34%	-$337K	0.02%	774
2025 Q3	$982K	Buy	+10,520	New	+$919K	0.03%	635
2025 Q1	–	Sell	-3,016	Closed	-$234K	–	1092
2024 Q4	$234K	Sell	3,016 -896	-23%	-$68.8K	0.01%	798
2024 Q3	$287K	Sell	3,912 -1,336	-25%	-$94.9K	0.01%	773
2024 Q2	$378K	Sell	5,248 -1,624	-24%	-$108K	0.02%	708
2024 Q1	$450K	Sell	6,872 -1,448	-17%	-$91.8K	0.02%	661
2023 Q4	$503K	Sell	8,320 -9,136	-52%	-$509K	0.04%	614
2023 Q3	$905K	Buy	17,456 +5,432	+45%	+$295K	0.07%	430
2023 Q2	$665K	Buy	+12,024	New	+$604K	0.06%	465

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

Edgestream Partners's VGT Position: Q2 2026 in Review

Edgestream Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 2,424 shares — an estimated $211K sold.

Edgestream Partners first reported a position in VGT in Q2 2023 and held it in 10 quarters. The position peaked at $982K in Q3 2025. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Edgestream Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 2,424 Vanguard Information Technology ETF shares in Q2 2026, an estimated $211K.
Edgestream Partners first reported a position in Vanguard Information Technology ETF in Q2 2023 and held it in 10 quarters.
Edgestream Partners's Vanguard Information Technology ETF position peaked at $982K in Q3 2025.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.