Investment Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Investment Advisory Services’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	$574K	Hold	4,800	–	–	0.17%	76
2026 Q1	$419K	Hold	4,800	–	–	0.13%	84
2025 Q4	$452K	Hold	4,800	–	–	0.14%	78
2025 Q3	$448K	Hold	4,800	–	–	0.14%	81
2025 Q2	$398K	Hold	4,800	–	–	0.13%	85
2025 Q1	$325K	Hold	4,800	–	–	0.12%	90
2024 Q4	$373K	Hold	4,800	–	–	0.13%	85
2024 Q3	$352K	Hold	4,800	–	–	0.12%	89
2024 Q2	$346K	Hold	4,800	–	–	0.13%	92
2024 Q1	$315K	Hold	4,800	–	–	0.12%	96
2023 Q4	$290K	Hold	4,800	–	–	0.11%	96
2023 Q3	$249K	Hold	4,800	–	–	0.11%	97
2023 Q2	$265K	Hold	4,800	–	–	0.11%	95
2023 Q1	$231K	Buy	+4,800	New	+$212K	0.11%	91
2022 Q3	–	Sell	-5,000	Closed	-$204K	–	99
2022 Q2	$204K	Hold	5,000	–	–	0.12%	95
2022 Q1	$260K	Hold	5,000	–	–	0.15%	90
2021 Q4	$286K	Buy	5,000 +200	+4%	+$11K	0.16%	83
2021 Q3	$241K	Hold	4,800	–	–	0.15%	89
2021 Q2	$239K	Buy	+4,800	New	+$226K	0.15%	87
2020 Q4	$212K	Buy	+4,800	New	+$197K	0.15%	86

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

Investment Advisory Services's VGT Position: Q2 2026 in Review

Investment Advisory Services held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 4,800 shares worth $574K. The position accounts for 0.17% of the portfolio, ranked #76.

Investment Advisory Services first reported a position in VGT in Q4 2020 and has held it in 20 quarters since. 2,193 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Investment Advisory Services held 4,800 shares of Vanguard Information Technology ETF worth $574K as of Q2 2026.
Investment Advisory Services left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.17% of Investment Advisory Services's portfolio in Q2 2026, its #76 holding.
Investment Advisory Services first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 20 quarters since.
2,193 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.