HWA
VGT icon

HCR Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

HCR Wealth 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 		$1.78M Sell
14,903
-337
-2% -$36.9K 0.16% 88
2026
Q1 		$1.33M Buy
15,240
+256
+2% +$23.6K 0.14% 92
2025
Q4 		$1.41M Buy
14,984
+88
+0.6% +$8.36K 0.14% 93
2025
Q3 		$1.41M Buy
14,896
+352
+2% +$30.8K 0.15% 86
2025
Q2 		$1.21M Hold
14,544
– – 0.14% 94
2025
Q1 		$986K Hold
14,544
– – 0.13% 103
2024
Q4 		$1.13M Buy
14,544
+584
+4% +$44.9K 0.14% 92
2024
Q3 		$1.02M Buy
13,960
+2,440
+21% +$173K 0.13% 101
2024
Q2 		$830K Buy
11,520
+136
+1% +$9.04K 0.12% 106
2024
Q1 		$746K Sell
11,384
-896
-7% -$56.8K 0.11% 110
2023
Q4 		$743K Buy
12,280
+5,592
+84% +$312K 0.12% 104
2023
Q3 		$347K Sell
6,688
-4,240
-39% -$231K 0.08% 121
2023
Q2 		$604K Hold
10,928
– – 0.11% 101
2023
Q1 		$527K Sell
10,928
-90,712
-89% -$4.01M 0.1% 109
2022
Q4 		$4.06M Sell
101,640
-11,152
-10% -$455K 0.85% 20
2022
Q3 		$4.34M Sell
112,792
-11,392
-9% -$501K 0.92% 17
2022
Q2 		$5.07M Sell
124,184
-3,400
-3% -$153K 1.02% 17
2022
Q1 		$6.64M Sell
127,584
-576
-0.4% -$29.6K 1.09% 14
2021
Q4 		$7.34M Buy
128,160
+45,712
+55% +$2.51M 1.14% 10
2021
Q3 		$4.14M Buy
+82,448
New +$4.27M 0.69% 23

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

HCR Wealth Advisors's VGT Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 2.2% in Q2 2026, selling an estimated $36.9K and leaving 14,903 shares worth $1.78M. The position accounts for 0.16% of the portfolio, ranked #88.

HCR Wealth Advisors first reported a position in VGT in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.34M in Q4 2021. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • HCR Wealth Advisors held 14,903 shares of Vanguard Information Technology ETF worth $1.78M as of Q2 2026.
  • HCR Wealth Advisors sold 337 Vanguard Information Technology ETF shares in Q2 2026, an estimated $36.9K.
  • Vanguard Information Technology ETF made up 0.16% of HCR Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • HCR Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 20 quarters since.
  • HCR Wealth Advisors's Vanguard Information Technology ETF position peaked at $7.34M in Q4 2021.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.