Holistic Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Holistic Financial Partners’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	–	Sell	-6,672	Closed	-$582K	–	147
2026 Q1	$582K	Sell	6,672 -448	-6%	-$41.3K	0.22%	56
2025 Q4	$671K	Sell	7,120 -104	-1%	-$9.88K	0.24%	49
2025 Q3	$674K	Hold	7,224	–	–	0.28%	48
2025 Q2	$599K	Buy	7,224 +744	+11%	+$54.1K	0.26%	47
2025 Q1	$439K	Buy	+6,480	New	+$488K	0.21%	57

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

Holistic Financial Partners's VGT Position: Q2 2026 in Review

Holistic Financial Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 6,672 shares — an estimated $582K sold.

Holistic Financial Partners first reported a position in VGT in Q1 2025 and held it in 5 quarters. The position peaked at $674K in Q3 2025. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Holistic Financial Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Holistic Financial Partners sold 6,672 Vanguard Information Technology ETF shares in Q2 2026, an estimated $582K.
Holistic Financial Partners first reported a position in Vanguard Information Technology ETF in Q1 2025 and held it in 5 quarters.
Holistic Financial Partners's Vanguard Information Technology ETF position peaked at $674K in Q3 2025.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.