HRC Wealth Management
VGT icon

HRC Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

HRC Wealth Management’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
Q3 		$1.6M Buy
12,723
+948
+8% +$113K 0.64% 14
2026
Q2 		$1.41M Buy
11,775
+1,767
+18% +$193K 0.58% 13
2026
Q1 		$873K Buy
10,008
+560
+6% +$51.6K 0.41% 22
2025
Q4 		$890K Buy
9,448
+8
+0.1% +$760 0.43% 19
2025
Q3 		$881K Sell
9,440
-376
-4% -$32.9K 0.43% 19
2025
Q2 		$814K Buy
9,816
+16
+0.2% +$1.16K 0.43% 18
2025
Q1 		$665K Buy
9,800
+8
+0.1% +$603 0.41% 20
2024
Q4 		$761K Buy
9,792
+680
+7% +$52.2K 0.45% 17
2024
Q3 		$668K Buy
9,112
+120
+1% +$8.53K 0.43% 17
2024
Q2 		$648K Hold
8,992
– – 0.44% 16
2024
Q1 		$589K Buy
+8,992
New +$570K 0.43% 16

Other funds holding VGT

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

HRC Wealth Management's VGT Position: Q3 2026 in Review

HRC Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 8.1% in Q3 2026, buying an estimated $113K and bringing the position to 12,723 shares worth $1.6M. The position accounts for 0.64% of the portfolio, ranked #14.

HRC Wealth Management first reported a position in VGT in Q1 2024 and has held it in 11 quarters since. 1,820 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • HRC Wealth Management held 12,723 shares of Vanguard Information Technology ETF worth $1.6M as of Q3 2026.
  • HRC Wealth Management bought 948 Vanguard Information Technology ETF shares in Q3 2026, an estimated $113K.
  • Vanguard Information Technology ETF made up 0.64% of HRC Wealth Management's portfolio in Q3 2026, its #14 holding.
  • HRC Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.