Financial Life Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Financial Life 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	$920K	Buy	7,697 +617	+9%	+$67.6K	0.26%	32
2026 Q1	$617K	Sell	7,080 -56	-0.8%	-$5.16K	0.19%	34
2025 Q4	$672K	Hold	7,136	–	–	0.21%	34
2025 Q3	$666K	Hold	7,136	–	–	0.21%	35
2025 Q2	$592K	Hold	7,136	–	–	0.2%	35
2025 Q1	$484K	Buy	7,136 +1,576	+28%	+$119K	0.18%	37
2024 Q4	$432K	Hold	5,560	–	–	0.16%	30
2024 Q3	$408K	Hold	5,560	–	–	0.15%	33
2024 Q2	$401K	Hold	5,560	–	–	0.16%	36
2024 Q1	$364K	Hold	5,560	–	–	0.15%	44
2023 Q4	$336K	Sell	5,560 -104	-2%	-$5.79K	0.14%	47
2023 Q3	$294K	Hold	5,664	–	–	0.13%	43
2023 Q2	$313K	Hold	5,664	–	–	0.13%	49
2023 Q1	$273K	Sell	5,664 -1,936	-25%	-$85.6K	0.12%	55
2022 Q4	$303K	Buy	7,600 +1,888	+33%	+$77K	0.14%	61
2022 Q3	$219K	Sell	5,712 -48	-0.8%	-$2.11K	0.11%	64
2022 Q2	$235K	Sell	5,760 -88	-2%	-$3.96K	0.11%	44
2022 Q1	$304K	Sell	5,848 -984	-14%	-$50.5K	0.13%	44
2021 Q4	$391K	Buy	6,832 +2,360	+53%	+$130K	0.15%	40
2021 Q3	$224K	Sell	4,472 -48	-1%	-$2.49K	0.09%	50
2021 Q2	$225K	Sell	4,520 -48	-1%	-$2.26K	0.1%	52
2021 Q1	$205K	Sell	4,568 -96	-2%	-$4.32K	0.1%	51
2020 Q4	$206K	Buy	+4,664	New	+$192K	0.11%	49

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Financial Life Advisors's VGT Position: Q2 2026 in Review

Financial Life Advisors increased its Vanguard Information Technology ETF (VGT) stake by 8.7% in Q2 2026, buying an estimated $67.6K and bringing the position to 7,697 shares worth $920K. The position accounts for 0.26% of the portfolio, ranked #32.

Financial Life Advisors first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 1,109 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Financial Life Advisors held 7,697 shares of Vanguard Information Technology ETF worth $920K as of Q2 2026.
Financial Life Advisors bought 617 Vanguard Information Technology ETF shares in Q2 2026, an estimated $67.6K.
Vanguard Information Technology ETF made up 0.26% of Financial Life Advisors's portfolio in Q2 2026, its #32 holding.
Financial Life Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
1,109 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.