Forum Financial Management’s Vanguard Information Technology ETF VGT Stock Holding History

Forum Financial Management’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	$1.38M	Sell	11,546 -758	-6%	-$83K	0.02%	111
2026 Q1	$1.07M	Buy	12,304 +2,240	+22%	+$206K	0.02%	118
2025 Q4	$948K	Buy	10,064 +3,120	+45%	+$296K	0.01%	259
2025 Q3	$648K	Buy	+6,944	New	+$607K	0.01%	360

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

Forum Financial Management's VGT Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Information Technology ETF (VGT) stake by 6.2% in Q2 2026, selling an estimated $83K and leaving 11,546 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #111.

Forum Financial Management first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Forum Financial Management held 11,546 shares of Vanguard Information Technology ETF worth $1.38M as of Q2 2026.
Forum Financial Management sold 758 Vanguard Information Technology ETF shares in Q2 2026, an estimated $83K.
Vanguard Information Technology ETF made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #111 holding.
Forum Financial Management first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.