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InvesTrust’s Vanguard Information Technology ETF VGT Stock Holding History

InvesTrust’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 		$456K Sell
3,818
-150
-4% -$16.4K 0.18% 84
2026
Q1 		$346K Hold
3,968
– – 0.15% 86
2025
Q4 		$374K Hold
3,968
– – 0.14% 86
2025
Q3 		$370K Hold
3,968
– – 0.14% 88
2025
Q2 		$329K Sell
3,968
-16
-0.4% -$1.16K 0.13% 88
2025
Q1 		$270K Hold
3,984
– – 0.07% 90
2024
Q4 		$313K Buy
+3,984
New +$306K 0.09% 88

Other funds holding VGT

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

InvesTrust's VGT Position: Q2 2026 in Review

InvesTrust reduced its Vanguard Information Technology ETF (VGT) stake by 3.8% in Q2 2026, selling an estimated $16.4K and leaving 3,818 shares worth $456K. The position accounts for 0.18% of the portfolio, ranked #84.

InvesTrust first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • InvesTrust held 3,818 shares of Vanguard Information Technology ETF worth $456K as of Q2 2026.
  • InvesTrust sold 150 Vanguard Information Technology ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard Information Technology ETF made up 0.18% of InvesTrust's portfolio in Q2 2026, its #84 holding.
  • InvesTrust first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.