EFN
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Equita Financial Network’s Vanguard Information Technology ETF VGT Stock Holding History

Equita Financial Network’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 		$255K Sell
2,136
-312
-13% -$34.2K 0.07% 85
2026
Q1 		$214K Buy
+2,448
New +$225K 0.07% 79
2025
Q1 		– Sell
-3,352
Closed -$261K – 91
2024
Q4 		$261K Hold
3,352
– – 0.09% 74
2024
Q3 		$246K Buy
+3,352
New +$238K 0.09% 73

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Equita Financial Network's VGT Position: Q2 2026 in Review

Equita Financial Network reduced its Vanguard Information Technology ETF (VGT) stake by 13% in Q2 2026, selling an estimated $34.2K and leaving 2,136 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #85.

Equita Financial Network first reported a position in VGT in Q3 2024 and has held it in 4 quarters since. The position peaked at $261K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Equita Financial Network held 2,136 shares of Vanguard Information Technology ETF worth $255K as of Q2 2026.
  • Equita Financial Network sold 312 Vanguard Information Technology ETF shares in Q2 2026, an estimated $34.2K.
  • Vanguard Information Technology ETF made up 0.07% of Equita Financial Network's portfolio in Q2 2026, its #85 holding.
  • Equita Financial Network first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 4 quarters since.
  • Equita Financial Network's Vanguard Information Technology ETF position peaked at $261K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.