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Frisch Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Frisch Financial Group’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 		$686K Buy
5,740
+1,308
+30% +$143K 0.12% 95
2026
Q1 		$387K Hold
4,432
– – 0.08% 116
2025
Q4 		$417K Buy
4,432
+8
+0.2% +$760 0.09% 105
2025
Q3 		$413K Sell
4,424
-624
-12% -$54.5K 0.1% 102
2025
Q2 		$419K Buy
5,048
+920
+22% +$66.9K 0.1% 95
2025
Q1 		$280K Sell
4,128
-128
-3% -$9.64K 0.08% 101
2024
Q4 		$331K Buy
4,256
+200
+5% +$15.4K 0.1% 92
2024
Q3 		$298K Hold
4,056
– – 0.09% 101
2024
Q2 		$292K Hold
4,056
– – 0.09% 101
2024
Q1 		$266K Buy
4,056
+8
+0.2% +$507 0.09% 102
2023
Q4 		$245K Buy
4,048
+16
+0.4% +$891 0.09% 105
2023
Q3 		$209K Sell
4,032
-240
-6% -$13.1K 0.08% 112
2023
Q2 		$236K Buy
+4,272
New +$215K 0.11% 99
2021
Q4 		– Sell
-5,104
Closed -$256K – 160
2021
Q3 		$256K Hold
5,104
– – 0.09% 127
2021
Q2 		$254K Buy
5,104
+8
+0.2% +$377 0.08% 128
2021
Q1 		$228K Buy
5,096
+8
+0.2% +$360 0.08% 137
2020
Q4 		$225K Buy
+5,088
New +$209K 0.08% 115

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

Frisch Financial Group's VGT Position: Q2 2026 in Review

Frisch Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 30% in Q2 2026, buying an estimated $143K and bringing the position to 5,740 shares worth $686K. The position accounts for 0.12% of the portfolio, ranked #95.

Frisch Financial Group first reported a position in VGT in Q4 2020 and has held it in 17 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Frisch Financial Group held 5,740 shares of Vanguard Information Technology ETF worth $686K as of Q2 2026.
  • Frisch Financial Group bought 1,308 Vanguard Information Technology ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Information Technology ETF made up 0.12% of Frisch Financial Group's portfolio in Q2 2026, its #95 holding.
  • Frisch Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 17 quarters since.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.