Encompass Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Encompass Wealth Advisors’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	$403K	Buy	3,375 +543	+19%	+$59.5K	0.12%	72
2026 Q1	$247K	Sell	2,832 -1,824	-39%	-$168K	0.09%	89
2025 Q4	$439K	Sell	4,656 -512	-10%	-$48.6K	0.15%	64
2025 Q3	$482K	Buy	5,168 +2,688	+108%	+$235K	0.16%	67
2025 Q2	$206K	Buy	+2,480	New	+$180K	0.08%	102

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

Encompass Wealth Advisors's VGT Position: Q2 2026 in Review

Encompass Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 19% in Q2 2026, buying an estimated $59.5K and bringing the position to 3,375 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #72.

Encompass Wealth Advisors first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. The position peaked at $482K in Q3 2025. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Encompass Wealth Advisors held 3,375 shares of Vanguard Information Technology ETF worth $403K as of Q2 2026.
Encompass Wealth Advisors bought 543 Vanguard Information Technology ETF shares in Q2 2026, an estimated $59.5K.
Vanguard Information Technology ETF made up 0.12% of Encompass Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Encompass Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
Encompass Wealth Advisors's Vanguard Information Technology ETF position peaked at $482K in Q3 2025.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.