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

EverSource 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	$749K	Sell	6,267 -277	-4%	-$30.3K	0.03%	424
2026 Q1	$570K	Buy	6,544 +16	+0.2%	+$1.47K	0.02%	550
2025 Q4	$615K	Sell	6,528 -368	-5%	-$35K	0.02%	474
2025 Q3	$643K	Sell	6,896 -152	-2%	-$13.3K	0.03%	421
2025 Q2	$585K	Sell	7,048 -1,440	-17%	-$105K	0.03%	401
2025 Q1	$576K	Sell	8,488 -960	-10%	-$72.3K	0.03%	351
2024 Q4	$734K	Buy	9,448 +2,864	+43%	+$220K	0.04%	294
2024 Q3	$483K	Sell	6,584 -264	-4%	-$18.8K	0.03%	331
2024 Q2	$486K	Buy	6,848 +352	+5%	+$23.4K	0.03%	321
2024 Q1	$402K	Buy	6,496 +1,584	+32%	+$100K	0.03%	316
2023 Q4	$297K	Sell	4,912 -432	-8%	-$24.1K	0.03%	342
2023 Q3	$277K	Buy	5,344 +1,712	+47%	+$93.1K	0.03%	326
2023 Q2	$201K	Sell	3,632 -1,008	-22%	-$50.6K	0.02%	393
2023 Q1	$224K	Buy	4,640 +784	+20%	+$34.7K	0.03%	353
2022 Q4	$154K	Buy	+3,856	New	+$157K	0.02%	397

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

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

EverSource Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 4.2% in Q2 2026, selling an estimated $30.3K and leaving 6,267 shares worth $749K. The position accounts for 0.03% of the portfolio, ranked #424.

EverSource Wealth Advisors first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. 2,199 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

EverSource Wealth Advisors held 6,267 shares of Vanguard Information Technology ETF worth $749K as of Q2 2026.
EverSource Wealth Advisors sold 277 Vanguard Information Technology ETF shares in Q2 2026, an estimated $30.3K.
Vanguard Information Technology ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #424 holding.
EverSource Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
2,199 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.