Elwood & Goetz Wealth Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$53.4M	Buy	446,871 +10,263	+2%	+$1.12M	7.9%	3
2026 Q1	$38.1M	Buy	436,608 +18,928	+5%	+$1.74M	6.46%	5
2025 Q4	$39.4M	Sell	417,680 -9,328	-2%	-$886K	6.92%	4
2025 Q3	$39.9M	Sell	427,008 -15,824	-4%	-$1.38M	7.65%	4
2025 Q2	$36.7M	Buy	442,832 +10,408	+2%	+$757K	7.94%	4
2025 Q1	$29.3M	Sell	432,424 -672	-0.2%	-$50.6K	7.16%	4
2024 Q4	$33.7M	Buy	433,096 +5,544	+1%	+$426K	8.21%	4
2024 Q3	$31.3M	Buy	427,552 +2,840	+0.7%	+$202K	7.76%	4
2024 Q2	$30.6M	Sell	424,712 -2,608	-0.6%	-$173K	8.69%	4
2024 Q1	$28M	Sell	427,320 -5,448	-1%	-$345K	6.8%	4
2023 Q4	$26.2M	Sell	432,768 -29,576	-6%	-$1.65M	5.53%	6
2023 Q3	$24M	Sell	462,344 -21,344	-4%	-$1.16M	5.56%	6
2023 Q2	$26.7M	Sell	483,688 -21,936	-4%	-$1.1M	6.09%	6
2023 Q1	$24.4M	Buy	505,624 +23,544	+5%	+$1.04M	5.81%	6
2022 Q4	$19.2M	Buy	482,080 +54,064	+13%	+$2.21M	5.87%	7
2022 Q3	$16.4M	Buy	428,016 +17,048	+4%	+$750K	5.55%	7
2022 Q2	$16.8M	Sell	410,968 -25,528	-6%	-$1.15M	5.61%	7
2022 Q1	$22.7M	Buy	436,496 +10,592	+2%	+$544K	7.05%	7
2021 Q4	$24.4M	Buy	425,904 +7,712	+2%	+$423K	7.6%	6
2021 Q3	$21M	Sell	418,192 -184,448	-31%	-$9.56M	7.24%	6
2021 Q2	$30M	Buy	602,640 +21,760	+4%	+$1.03M	11.29%	3
2021 Q1	$26M	Buy	580,880 +23,568	+4%	+$1.06M	10.8%	3
2020 Q4	$24.6M	Buy	557,312 +15,848	+3%	+$652K	11.26%	3
2020 Q3	$21.1M	Buy	541,464 +5,424	+1%	+$204K	11.36%	4
2020 Q2	$18.7M	Buy	536,040 +65,208	+14%	+$2.03M	11.4%	4
2020 Q1	$12.5M	Buy	+470,832	New	+$14.3M	9.31%	5

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

Elwood & Goetz Wealth Advisory Group's VGT Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Vanguard Information Technology ETF (VGT) stake by 2.4% in Q2 2026, buying an estimated $1.12M and bringing the position to 446,871 shares worth $53.4M. The position accounts for 7.9% of the portfolio, ranked #3.

Elwood & Goetz Wealth Advisory Group first reported a position in VGT in Q1 2020 and has held it in 26 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 446,871 shares of Vanguard Information Technology ETF worth $53.4M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 10,263 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.12M.
Vanguard Information Technology ETF made up 7.9% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #3 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 26 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.