Francis Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Francis Financial’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	$687K	Buy	+5,751	New	+$630K	0.11%	67
2024 Q3	–	Sell	-5,776	Closed	-$416K	–	94
2024 Q2	$416K	Sell	5,776 -768	-12%	-$51.1K	0.13%	56
2024 Q1	$429K	Sell	6,544 -96	-1%	-$6.08K	0.14%	44
2023 Q4	$402K	Hold	6,640	–	–	0.17%	40
2023 Q3	$344K	Sell	6,640 -3,696	-36%	-$201K	0.18%	36
2023 Q2	$571K	Hold	10,336	–	–	0.31%	28
2023 Q1	$498K	Sell	10,336 -3,984	-28%	-$176K	0.34%	29
2022 Q4	$572K	Hold	14,320	–	–	0.53%	21
2022 Q3	$550K	Buy	14,320 +3,800	+36%	+$167K	0.56%	17
2022 Q2	$461K	Buy	+10,520	New	+$474K	0.41%	24

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

Francis Financial's VGT Position: Q2 2026 in Review

Francis Financial opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 5,751 shares worth $687K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings. This is a return to the name: Francis Financial previously reported a position in VGT as recently as Q2 2024.

Francis Financial first reported a position in VGT in Q2 2022 and has held it in 10 quarters since. 2,195 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Francis Financial held 5,751 shares of Vanguard Information Technology ETF worth $687K as of Q2 2026.
Vanguard Information Technology ETF was a new Francis Financial position in Q2 2026.
Vanguard Information Technology ETF made up 0.11% of Francis Financial's portfolio in Q2 2026, its #67 holding.
Francis Financial first reported a position in Vanguard Information Technology ETF in Q2 2022 and has held it in 10 quarters since.
2,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.