FP
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Financial Perspectives’s Vanguard Information Technology ETF VGT Stock Holding History

Financial Perspectives’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 		$26.7M Buy
223,584
+80
+0% +$8.76K 6.5% 1
2026
Q1 		$19.5M Buy
223,504
+1,080
+0.5% +$99.4K 5.44% 2
2025
Q4 		$21M Buy
222,424
+1,288
+0.6% +$122K 5.65% 1
2025
Q3 		$20.6M Sell
221,136
-7,680
-3% -$671K 5.72% 2
2025
Q2 		$19M Buy
228,816
+7,960
+4% +$579K 5.74% 2
2025
Q1 		$15M Buy
220,856
+8,720
+4% +$657K 5.14% 3
2024
Q4 		$16.5M Buy
212,136
+28,608
+16% +$2.2M 5.54% 3
2024
Q3 		$13.5M Sell
183,528
-6,528
-3% -$464K 4.66% 5
2024
Q2 		$13.7M Sell
190,056
-6,008
-3% -$399K 5.06% 4
2024
Q1 		$12.9M Sell
196,064
-7,192
-4% -$456K 4.87% 4
2023
Q4 		$12.3M Sell
203,256
-40
-0% -$2.23K 4.99% 5
2023
Q3 		$10.5M Sell
203,296
-3,096
-2% -$168K 4.83% 4
2023
Q2 		$11.4M Hold
206,392
– – 5.02% 4
2023
Q1 		$9.94M Buy
206,392
+24
+0% +$1.06K 4.75% 4
2022
Q4 		$8.24M Sell
206,368
-31,864
-13% -$1.3M 4.22% 4
2022
Q3 		$9.15M Sell
238,232
-1,792
-0.7% -$78.8K 5.13% 3
2022
Q2 		$9.8M Sell
240,024
-2,208
-0.9% -$99.5K 5.53% 3
2022
Q1 		$12.6M Hold
242,232
– – 5.89% 2
2021
Q4 		$13.9M Buy
242,232
+41,808
+21% +$2.3M 6.56% 2
2021
Q3 		$10.1M Buy
200,424
+784
+0.4% +$40.6K 5.06% 3
2021
Q2 		$9.95M Sell
199,640
-68,916,664
-100% -$3.25B 4.84% 2
2021
Q1 		$24.1M Buy
69,116,304
+68,922,856
+35,629% +$3.1B 1.2% 16
2020
Q4 		$8.56M Buy
193,448
+26,008
+16% +$1.07M 4.86% 2
2020
Q3 		$6.52M Buy
167,440
+10,360
+7% +$390K 4.29% 5
2020
Q2 		$5.47M Buy
157,080
+66,784
+74% +$2.08M 3.92% 7
2020
Q1 		$2.39M Buy
90,296
+83,072
+1,150% +$2.52M 1.93% 10
2019
Q4 		$221K Buy
+7,224
New +$207K 0.15% 79

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
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
B
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 Perspectives's VGT Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard Information Technology ETF (VGT) stake by 0.04% in Q2 2026, buying an estimated $8.76K and bringing the position to 223,584 shares worth $26.7M. The position accounts for 6.5% of the portfolio, ranked #1.

Financial Perspectives first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. 1,061 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Financial Perspectives held 223,584 shares of Vanguard Information Technology ETF worth $26.7M as of Q2 2026.
  • Financial Perspectives bought 80 Vanguard Information Technology ETF shares in Q2 2026, an estimated $8.76K.
  • Vanguard Information Technology ETF made up 6.5% of Financial Perspectives's portfolio in Q2 2026, its #1 holding.
  • Financial Perspectives first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.