Herold Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Herold 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	$459K	Sell	3,844 -36	-0.9%	-$3.94K	0.09%	183
2026 Q1	$339K	Sell	3,880 -24	-0.6%	-$2.21K	0.07%	210
2025 Q4	$368K	Sell	3,904 -8	-0.2%	-$760	0.08%	188
2025 Q3	$366K	Sell	3,912 -80	-2%	-$6.99K	0.08%	184
2025 Q2	$331K	Buy	3,992 +8	+0.2%	+$582	0.07%	223
2025 Q1	$271K	Buy	3,984 +936	+31%	+$70.5K	0.06%	234
2024 Q4	$237K	Sell	3,048 -80	-3%	-$6.14K	0.05%	248
2024 Q3	$229K	Sell	3,128 -32	-1%	-$2.27K	0.05%	247
2024 Q2	$228K	Sell	3,160 -16	-0.5%	-$1.06K	0.05%	241
2024 Q1	$208K	Buy	+3,176	New	+$201K	0.05%	251

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

Herold Advisors's VGT Position: Q2 2026 in Review

Herold Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 0.93% in Q2 2026, selling an estimated $3.94K and leaving 3,844 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #183.

Herold Advisors first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Herold Advisors held 3,844 shares of Vanguard Information Technology ETF worth $459K as of Q2 2026.
Herold Advisors sold 36 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.94K.
Vanguard Information Technology ETF made up 0.09% of Herold Advisors's portfolio in Q2 2026, its #183 holding.
Herold Advisors first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.