Financial Advisory Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Financial Advisory Partners’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	$9.64M	Buy	80,673 +913	+1%	+$100K	2.52%	8
2026 Q1	$6.96M	Buy	79,760 +5,096	+7%	+$469K	1.97%	11
2025 Q4	$7.04M	Buy	74,664 +112	+0.2%	+$10.6K	1.98%	10
2025 Q3	$6.96M	Buy	74,552 +1,264	+2%	+$110K	2.03%	10
2025 Q2	$6.08M	Buy	73,288 +1,000	+1%	+$72.7K	1.91%	11
2025 Q1	$4.9M	Buy	72,288 +3,800	+6%	+$286K	1.64%	19
2024 Q4	$5.32M	Buy	68,488 +1,544	+2%	+$119K	1.77%	11
2024 Q3	$4.91M	Buy	66,944 +768	+1%	+$54.6K	1.63%	13
2024 Q2	$4.77M	Sell	66,176 -5,152	-7%	-$342K	1.78%	11
2024 Q1	$4.68M	Sell	71,328 -15,784	-18%	-$1M	1.81%	11
2023 Q4	$5.27M	Sell	87,112 -192	-0.2%	-$10.7K	1.92%	11
2023 Q3	$4.53M	Buy	87,304 +104	+0.1%	+$5.66K	1.83%	10
2023 Q2	$4.82M	Sell	87,200 -1,368	-2%	-$68.7K	1.85%	11
2023 Q1	$4.27M	Sell	88,568 -976	-1%	-$43.1K	1.69%	15
2022 Q4	$3.58M	Sell	89,544 -1,584	-2%	-$64.6K	1.47%	34
2022 Q3	$3.5M	Buy	91,128 +792	+0.9%	+$34.8K	1.52%	29
2022 Q2	$3.69M	Buy	90,336 +5,416	+6%	+$244K	1.52%	28
2022 Q1	$4.42M	Buy	84,920 +8,392	+11%	+$431K	1.63%	18
2021 Q4	$4.38M	Buy	+76,528	New	+$4.2M	1.6%	23

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

Financial Advisory Partners's VGT Position: Q2 2026 in Review

Financial Advisory Partners increased its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q2 2026, buying an estimated $100K and bringing the position to 80,673 shares worth $9.64M. The position accounts for 2.52% of the portfolio, ranked #8.

Financial Advisory Partners first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,179 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Financial Advisory Partners held 80,673 shares of Vanguard Information Technology ETF worth $9.64M as of Q2 2026.
Financial Advisory Partners bought 913 Vanguard Information Technology ETF shares in Q2 2026, an estimated $100K.
Vanguard Information Technology ETF made up 2.52% of Financial Advisory Partners's portfolio in Q2 2026, its #8 holding.
Financial Advisory Partners first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
2,179 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.