Edmond de Rothschild Holding’s Vanguard Information Technology ETF VGT Stock Holding History

Edmond de Rothschild Holding’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	-560	Closed	-$48.8K	–	645
2026 Q1	$48.8K	Sell	560 -536	-49%	-$49.4K	﹤0.01%	447
2025 Q4	$103K	Hold	1,096	–	–	﹤0.01%	425
2025 Q3	$102K	Hold	1,096	–	–	﹤0.01%	428
2025 Q2	$90.9K	Hold	1,096	–	–	﹤0.01%	422
2025 Q1	$74.3K	Hold	1,096	–	–	﹤0.01%	438
2024 Q4	$85.2K	Hold	1,096	–	–	﹤0.01%	460
2024 Q3	$80.4K	Hold	1,096	–	–	﹤0.01%	485
2024 Q2	$79K	Hold	1,096	–	–	﹤0.01%	523
2024 Q1	$71.8K	Hold	1,096	–	–	﹤0.01%	545
2023 Q4	$66.3K	Buy	+1,096	New	+$61.1K	﹤0.01%	550
2023 Q3	–	Sell	-1,096	Closed	-$60.6K	–	747
2023 Q2	$60.6K	Hold	1,096	–	–	﹤0.01%	563
2023 Q1	$52.8K	Hold	1,096	–	–	﹤0.01%	587
2022 Q4	$43.8K	Hold	1,096	–	–	﹤0.01%	643
2022 Q3	$43K	Buy	+1,096	New	+$48.2K	﹤0.01%	676
2022 Q2	–	Sell	-1,336	Closed	-$70K	–	873
2022 Q1	$70K	Hold	1,336	–	–	﹤0.01%	632
2021 Q4	$77K	Buy	+1,336	New	+$73.4K	﹤0.01%	658
2017 Q3	–	Sell	-3,624	Closed	-$64K	–	857
2017 Q2	$64K	Hold	3,624	–	–	﹤0.01%	616
2017 Q1	$61K	Sell	3,624 -398,872	-99%	-$6.52M	﹤0.01%	628
2016 Q4	$5.94M	Buy	402,496 +4,232	+1%	+$63.8K	0.16%	113
2016 Q3	$5.99M	Buy	+398,264	New	+$5.77M	0.18%	123

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

Edmond de Rothschild Holding's VGT Position: Q2 2026 in Review

Edmond de Rothschild Holding sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 560 shares — an estimated $48.8K sold.

Edmond de Rothschild Holding first reported a position in VGT in Q3 2016 and held it in 20 quarters. The position peaked at $5.99M in Q3 2016. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Edmond de Rothschild Holding reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Edmond de Rothschild Holding sold 560 Vanguard Information Technology ETF shares in Q2 2026, an estimated $48.8K.
Edmond de Rothschild Holding first reported a position in Vanguard Information Technology ETF in Q3 2016 and held it in 20 quarters.
Edmond de Rothschild Holding's Vanguard Information Technology ETF position peaked at $5.99M in Q3 2016.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.