Eley Financial Management’s Vanguard Information Technology ETF VGT Stock Holding History

Eley Financial Management’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	$6.41M	Sell	53,667 -6,021	-10%	-$659K	2.08%	12
2026 Q1	$5.21M	Sell	59,688 -2,064	-3%	-$190K	1.88%	18
2025 Q4	$5.82M	Sell	61,752 -1,952	-3%	-$185K	2.09%	14
2025 Q3	$5.95M	Sell	63,704 -1,872	-3%	-$164K	2.14%	13
2025 Q2	$5.44M	Sell	65,576 -1,912	-3%	-$139K	2.09%	13
2025 Q1	$4.61M	Sell	67,488 -1,616	-2%	-$122K	1.85%	18
2024 Q4	$5.37M	Sell	69,104 -3,048	-4%	-$234K	2.09%	14
2024 Q3	$5.29M	Sell	72,152 -4,192	-5%	-$298K	2.13%	12
2024 Q2	$5.5M	Sell	76,344 -2,160	-3%	-$144K	2.33%	10
2024 Q1	$5.15M	Sell	78,504 -2,600	-3%	-$165K	2.22%	11
2023 Q4	$4.91M	Sell	81,104 -3,336	-4%	-$186K	2.3%	11
2023 Q3	$4.36M	Sell	84,440 -3,328	-4%	-$181K	2.22%	10
2023 Q2	$4.85M	Sell	87,768 -4,216	-5%	-$212K	2.36%	10
2023 Q1	$4.43M	Sell	91,984 -2,080	-2%	-$92K	2.29%	11
2022 Q4	$3.76M	Buy	+94,064	New	+$3.84M	2.02%	16

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

Eley Financial Management's VGT Position: Q2 2026 in Review

Eley Financial Management reduced its Vanguard Information Technology ETF (VGT) stake by 10% in Q2 2026, selling an estimated $659K and leaving 53,667 shares worth $6.41M. The position accounts for 2.08% of the portfolio, ranked #12.

Eley Financial Management first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Eley Financial Management held 53,667 shares of Vanguard Information Technology ETF worth $6.41M as of Q2 2026.
Eley Financial Management sold 6,021 Vanguard Information Technology ETF shares in Q2 2026, an estimated $659K.
Vanguard Information Technology ETF made up 2.08% of Eley Financial Management's portfolio in Q2 2026, its #12 holding.
Eley Financial Management first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.