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Foundations Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Foundations Investment 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 		$21.4M Buy
179,282
+3,602
+2% +$394K 0.22% 103
2026
Q1 		$15.3M Buy
175,680
+11,952
+7% +$1.1M 0.19% 122
2025
Q4 		$15.4M Buy
163,728
+15,736
+11% +$1.5M 0.2% 112
2025
Q3 		$13.8M Buy
147,992
+16,616
+13% +$1.45M 0.2% 114
2025
Q2 		$10.9M Buy
131,376
+36,968
+39% +$2.69M 0.17% 128
2025
Q1 		$6.4M Buy
94,408
+11,544
+14% +$870K 0.12% 165
2024
Q4 		$6.44M Buy
82,864
+17,488
+27% +$1.34M 0.12% 153
2024
Q3 		$4.79M Buy
65,376
+10,272
+19% +$730K 0.1% 175
2024
Q2 		$3.97M Buy
55,104
+14,456
+36% +$961K 0.1% 167
2024
Q1 		$2.66M Buy
40,648
+6,064
+18% +$384K 0.07% 207
2023
Q4 		$2.16M Buy
34,584
+8,704
+34% +$485K 0.06% 216
2023
Q3 		$1.34M Buy
25,880
+14,120
+120% +$768K 0.04% 261
2023
Q2 		$650K Buy
11,760
+5,224
+80% +$262K 0.02% 313
2023
Q1 		$315K Buy
+6,536
New +$289K 0.01% 387
2022
Q2 		– Sell
-88,144
Closed -$4.23M – 419
2022
Q1 		$4.23M Buy
88,144
+88
+0.1% +$4.52K 0.16% 52
2021
Q4 		$4.87M Buy
88,056
+28,792
+49% +$1.58M 0.18% 47
2021
Q3 		$2.98M Buy
+59,264
New +$3.07M 0.13% 59
2020
Q3 		– Sell
-2,680,232
Closed -$94.1M – 187
2020
Q2 		$94.1M Buy
+2,680,232
New +$83.6M 8.33% 3

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Foundations Investment Advisors's VGT Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 2.1% in Q2 2026, buying an estimated $394K and bringing the position to 179,282 shares worth $21.4M. The position accounts for 0.22% of the portfolio, ranked #103.

Foundations Investment Advisors first reported a position in VGT in Q2 2020 and has held it in 18 quarters since. The position peaked at $94.1M in Q2 2020. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Foundations Investment Advisors held 179,282 shares of Vanguard Information Technology ETF worth $21.4M as of Q2 2026.
  • Foundations Investment Advisors bought 3,602 Vanguard Information Technology ETF shares in Q2 2026, an estimated $394K.
  • Vanguard Information Technology ETF made up 0.22% of Foundations Investment Advisors's portfolio in Q2 2026, its #103 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 18 quarters since.
  • Foundations Investment Advisors's Vanguard Information Technology ETF position peaked at $94.1M in Q2 2020.
  • 2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.