Ironwood Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Ironwood Financial’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	$499K	Buy	4,321 +1	+0%	+$109	0.08%	120
2026 Q1	$377K	Hold	4,320	–	–	0.07%	125
2025 Q4	$413K	Sell	4,320 -96	-2%	-$9.12K	0.07%	123
2025 Q3	$412K	Buy	4,416 +96	+2%	+$8.39K	0.07%	120
2025 Q2	$293K	Hold	4,320	–	–	0.06%	131
2025 Q1	$293K	Hold	4,320	–	–	0.06%	131
2024 Q4	$336K	Hold	4,320	–	–	0.07%	126
2024 Q3	$317K	Hold	4,320	–	–	0.07%	126
2024 Q2	$311K	Hold	4,320	–	–	0.07%	126
2024 Q1	$283K	Hold	4,320	–	–	0.07%	133
2023 Q4	$261K	Hold	4,320	–	–	0.06%	134
2023 Q3	$224K	Buy	+4,320	New	+$235K	0.06%	133
2021 Q4	–	Sell	-2,000	Closed	-$100K	–	527
2021 Q3	$100K	Hold	2,000	–	–	0.03%	143
2021 Q2	$100K	Hold	2,000	–	–	0.03%	138
2021 Q1	$90K	Hold	2,000	–	–	0.03%	137
2020 Q4	$88K	Hold	2,000	–	–	0.03%	131
2020 Q3	$78K	Hold	2,000	–	–	0.04%	94
2020 Q2	$70K	Sell	2,000 -352	-15%	-$11K	0.04%	93
2020 Q1	$62K	Sell	2,352 -1,296	-36%	-$39.3K	0.04%	75
2019 Q4	$112K	Hold	3,648	–	–	0.05%	73
2019 Q3	$98K	Hold	3,648	–	–	0.05%	76
2019 Q2	$96K	Buy	3,648 +56	+2%	+$1.44K	0.05%	77
2019 Q1	$90K	Buy	3,592 +296	+9%	+$6.88K	0.05%	81
2018 Q4	$69K	Hold	3,296	–	–	0.04%	86
2018 Q3	$83K	Buy	3,296 +2,000	+154%	+$48.6K	0.04%	82
2018 Q2	$29K	Hold	1,296	–	–	0.02%	128
2018 Q1	$28K	Buy	+1,296	New	+$28.3K	0.03%	108

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

Ironwood Financial's VGT Position: Q2 2026 in Review

Ironwood Financial increased its Vanguard Information Technology ETF (VGT) stake by 0.02% in Q2 2026, buying an estimated $109 and bringing the position to 4,321 shares worth $499K. The position accounts for 0.08% of the portfolio, ranked #120.

Ironwood Financial first reported a position in VGT in Q1 2018 and has held it in 27 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Ironwood Financial held 4,321 shares of Vanguard Information Technology ETF worth $499K as of Q2 2026.
Ironwood Financial bought 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
Vanguard Information Technology ETF made up 0.08% of Ironwood Financial's portfolio in Q2 2026, its #120 holding.
Ironwood Financial first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 27 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.