IFG
VGT icon

Independent Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Independent Financial Group’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 		$15.3M Buy
128,008
+10,288
+9% +$1.13M 0.29% 60
2026
Q1 		$10.3M Buy
117,720
+2,280
+2% +$210K 0.23% 83
2025
Q4 		$10.9M Sell
115,440
-14,096
-11% -$1.34M 0.24% 71
2025
Q3 		$12.1M Buy
129,536
+13,784
+12% +$1.2M 0.29% 59
2025
Q2 		$9.6M Buy
115,752
+24,336
+27% +$1.77M 0.26% 60
2025
Q1 		$6.2M Buy
91,416
+736
+0.8% +$55.5K 0.21% 89
2024
Q4 		$7.05M Buy
90,680
+5,544
+7% +$426K 0.23% 80
2024
Q3 		$6.24M Buy
85,136
+6,720
+9% +$478K 0.23% 82
2024
Q2 		$5.65M Buy
78,416
+6,032
+8% +$401K 0.23% 85
2024
Q1 		$4.74M Buy
72,384
+7,168
+11% +$454K 0.22% 100
2023
Q4 		$3.95M Buy
65,216
+1,408
+2% +$78.4K 0.21% 105
2023
Q3 		$3.31M Sell
63,808
-496
-0.8% -$27K 0.22% 96
2023
Q2 		$3.55M Buy
64,304
+4,168
+7% +$209K 0.25% 86
2023
Q1 		$2.9M Buy
60,136
+6,240
+12% +$276K 0.23% 103
2022
Q4 		$2.15M Buy
53,896
+2,096
+4% +$85.5K 0.19% 110
2022
Q3 		$1.99M Buy
51,800
+4,848
+10% +$213K 0.18% 111
2022
Q2 		$1.92M Buy
46,952
+1,048
+2% +$47.2K 0.2% 115
2022
Q1 		$2.39M Sell
45,904
-968
-2% -$49.7K 0.19% 105
2021
Q4 		$2.68M Buy
46,872
+6,600
+16% +$362K 0.22% 95
2021
Q3 		$2.02M Sell
40,272
-536
-1% -$27.8K 0.21% 106
2021
Q2 		$2.03M Sell
40,808
-200
-0.5% -$9.43K 0.22% 108
2021
Q1 		$1.84M Buy
41,008
+6,344
+18% +$285K 0.24% 105
2020
Q4 		$1.53M Sell
34,664
-824
-2% -$33.9K 0.23% 110
2020
Q3 		$1.38M Buy
35,488
+3,424
+11% +$129K 0.26% 91
2020
Q2 		$1.12M Buy
32,064
+3,032
+10% +$94.6K 0.25% 101
2020
Q1 		$769K Buy
+29,032
New +$880K 0.23% 113

Other funds holding VGT

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's VGT Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 8.7% in Q2 2026, buying an estimated $1.13M and bringing the position to 128,008 shares worth $15.3M. The position accounts for 0.29% of the portfolio, ranked #60.

Independent Financial Group first reported a position in VGT in Q1 2020 and has held it in 26 quarters since. 2,114 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Independent Financial Group held 128,008 shares of Vanguard Information Technology ETF worth $15.3M as of Q2 2026.
  • Independent Financial Group bought 10,288 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.13M.
  • Vanguard Information Technology ETF made up 0.29% of Independent Financial Group's portfolio in Q2 2026, its #60 holding.
  • Independent Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,114 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.