IAA
VGT icon

Independent Advisor Alliance’s Vanguard Information Technology ETF VGT Stock Holding History

Independent Advisor Alliance’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 		$2.09M Sell
17,511
-180,625
-91% -$19.8M 0.05% 270
2026
Q1 		$17.3M Buy
198,136
+181,168
+1,068% +$16.7M 0.19% 110
2025
Q4 		$1.6M Buy
16,968
+936
+6% +$88.9K 0.04% 352
2025
Q3 		$1.5M Buy
16,032
+168
+1% +$14.7K 0.04% 358
2025
Q2 		$1.32M Buy
15,864
+8,408
+113% +$611K 0.04% 354
2025
Q1 		$505K Sell
7,456
-139,104
-95% -$10.5M 0.02% 518
2024
Q4 		$11.4M Buy
146,560
+140,000
+2,134% +$10.8M 0.15% 151
2024
Q3 		$481K Sell
6,560
-2,728
-29% -$194K 0.02% 467
2024
Q2 		$669K Buy
9,288
+112
+1% +$7.45K 0.02% 398
2024
Q1 		$601K Sell
9,176
-984
-10% -$62.4K 0.02% 414
2023
Q4 		$615K Buy
+10,160
New +$566K 0.02% 400
2020
Q1 		– Sell
-735,792
Closed -$22.5M – 845
2019
Q4 		$22.5M Buy
+735,792
New +$21.1M 0.98% 14
2019
Q2 		– Sell
-22,792
Closed -$572K – 478
2019
Q1 		$572K Buy
22,792
+3,152
+16% +$73.2K 0.08% 211
2018
Q4 		$451K Buy
+19,640
New +$445K 0.08% 214
2017
Q2 		– Sell
-17,728
Closed -$298K – 401
2017
Q1 		$298K Buy
+17,728
New +$290K 0.05% 306

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

Independent Advisor Alliance's VGT Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Information Technology ETF (VGT) stake by 91% in Q2 2026, selling an estimated $19.8M and leaving 17,511 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #270.

Independent Advisor Alliance first reported a position in VGT in Q1 2017 and has held it in 15 quarters since. The position peaked at $22.5M in Q4 2019. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Independent Advisor Alliance held 17,511 shares of Vanguard Information Technology ETF worth $2.09M as of Q2 2026.
  • Independent Advisor Alliance sold 180,625 Vanguard Information Technology ETF shares in Q2 2026, an estimated $19.8M.
  • Vanguard Information Technology ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #270 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Information Technology ETF in Q1 2017 and has held it in 15 quarters since.
  • Independent Advisor Alliance's Vanguard Information Technology ETF position peaked at $22.5M in Q4 2019.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.