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

Grantvest 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	$780K	Buy	6,525 +1,245	+24%	+$136K	0.45%	48
2026 Q1	$461K	Sell	5,280 -248	-4%	-$22.8K	0.3%	80
2025 Q4	$521K	Buy	5,528 +528	+11%	+$50.2K	0.33%	74
2025 Q3	$467K	Sell	5,000 -64	-1%	-$5.59K	0.32%	76
2025 Q2	$420K	Hold	5,064	–	–	0.31%	78
2025 Q1	$343K	Buy	5,064 +8	+0.2%	+$603	0.28%	88
2024 Q4	$393K	Buy	+5,056	New	+$388K	0.44%	70

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

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

Grantvest Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 24% in Q2 2026, buying an estimated $136K and bringing the position to 6,525 shares worth $780K. The position accounts for 0.45% of the portfolio, ranked #48.

Grantvest Financial Group first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Grantvest Financial Group held 6,525 shares of Vanguard Information Technology ETF worth $780K as of Q2 2026.
Grantvest Financial Group bought 1,245 Vanguard Information Technology ETF shares in Q2 2026, an estimated $136K.
Vanguard Information Technology ETF made up 0.45% of Grantvest Financial Group's portfolio in Q2 2026, its #48 holding.
Grantvest Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.