IRP
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Investment Research Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Investment Research 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 		$431K Sell
3,605
-635
-15% -$69.5K 0.15% 162
2026
Q1 		$370K Hold
4,240
– – 0.15% 154
2025
Q4 		$400K Hold
4,240
– – 0.17% 145
2025
Q3 		$425K Buy
+4,240
New +$370K 0.19% 124

Other funds holding VGT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CC
Copos Capital Luxembourg $740M AUM

Investment Research Partners's VGT Position: Q2 2026 in Review

Investment Research Partners reduced its Vanguard Information Technology ETF (VGT) stake by 15% in Q2 2026, selling an estimated $69.5K and leaving 3,605 shares worth $431K. The position accounts for 0.15% of the portfolio, ranked #162.

Investment Research Partners first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. 1,825 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Investment Research Partners held 3,605 shares of Vanguard Information Technology ETF worth $431K as of Q2 2026.
  • Investment Research Partners sold 635 Vanguard Information Technology ETF shares in Q2 2026, an estimated $69.5K.
  • Vanguard Information Technology ETF made up 0.15% of Investment Research Partners's portfolio in Q2 2026, its #162 holding.
  • Investment Research Partners first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.