Highland Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Highland Financial 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	$1.5M	Sell	12,532 -11,980	-49%	-$1.31M	0.33%	30
2026 Q1	$2.14M	Buy	24,512 +2,744	+13%	+$253K	0.56%	21
2025 Q4	$2.05M	Sell	21,768 -104	-0.5%	-$9.88K	0.57%	21
2025 Q3	$2.04M	Buy	21,872 +3,144	+17%	+$275K	0.59%	21
2025 Q2	$1.55M	Buy	18,728 +4,128	+28%	+$300K	0.5%	24
2025 Q1	$990K	Buy	14,600 +11,464	+366%	+$864K	0.35%	28
2024 Q4	$244K	Buy	3,136 +312	+11%	+$24K	0.08%	52
2024 Q3	$207K	Buy	+2,824	New	+$201K	0.07%	51

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

Highland Financial Advisors's VGT Position: Q2 2026 in Review

Highland Financial Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 49% in Q2 2026, selling an estimated $1.31M and leaving 12,532 shares worth $1.5M. The position accounts for 0.33% of the portfolio, ranked #30.

Highland Financial Advisors first reported a position in VGT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q1 2026. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Highland Financial Advisors held 12,532 shares of Vanguard Information Technology ETF worth $1.5M as of Q2 2026.
Highland Financial Advisors sold 11,980 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.31M.
Vanguard Information Technology ETF made up 0.33% of Highland Financial Advisors's portfolio in Q2 2026, its #30 holding.
Highland Financial Advisors first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
Highland Financial Advisors's Vanguard Information Technology ETF position peaked at $2.14M in Q1 2026.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.