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

Gerald Baker 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	$366K	Buy	3,061 +5	+0.2%	+$547	0.1%	96
2026 Q1	$267K	Buy	+3,056	New	+$281K	0.08%	106

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

Gerald Baker Financial Group's VGT Position: Q2 2026 in Review

Gerald Baker Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 0.16% in Q2 2026, buying an estimated $547 and bringing the position to 3,061 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #96.

Gerald Baker Financial Group first reported a position in VGT in Q1 2026 and has held it in 2 quarters since. 2,183 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Gerald Baker Financial Group held 3,061 shares of Vanguard Information Technology ETF worth $366K as of Q2 2026.
Gerald Baker Financial Group bought 5 Vanguard Information Technology ETF shares in Q2 2026, an estimated $547.
Vanguard Information Technology ETF made up 0.1% of Gerald Baker Financial Group's portfolio in Q2 2026, its #96 holding.
Gerald Baker Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2026 and has held it in 2 quarters since.
2,183 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.