Family Office Research’s Vanguard Information Technology ETF VGT Stock Holding History

Family Office Research’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	$1.52M	Sell	12,757 -811	-6%	-$88.8K	0.57%	27
2026 Q1	$1.18M	Sell	13,568 -784	-5%	-$72.2K	0.51%	26
2025 Q4	$1.37M	Sell	14,352 -1,000	-7%	-$95K	0.56%	26
2025 Q3	$1.43M	Buy	15,352 +24	+0.2%	+$2.1K	0.63%	23
2025 Q2	$1.27M	Buy	15,328 +6,944	+83%	+$505K	0.6%	24
2025 Q1	$568K	Buy	8,384 +4,120	+97%	+$310K	0.28%	35
2024 Q4	$332K	Buy	+4,264	New	+$328K	0.15%	53

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

Family Office Research's VGT Position: Q2 2026 in Review

Family Office Research reduced its Vanguard Information Technology ETF (VGT) stake by 6% in Q2 2026, selling an estimated $88.8K and leaving 12,757 shares worth $1.52M. The position accounts for 0.57% of the portfolio, ranked #27.

Family Office Research first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Family Office Research held 12,757 shares of Vanguard Information Technology ETF worth $1.52M as of Q2 2026.
Family Office Research sold 811 Vanguard Information Technology ETF shares in Q2 2026, an estimated $88.8K.
Vanguard Information Technology ETF made up 0.57% of Family Office Research's portfolio in Q2 2026, its #27 holding.
Family Office Research first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.