J.W. Burns & Co’s Vanguard Information Technology ETF VGT Stock Holding History

J.W. Burns & Co’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	$296K	Sell	2,479 -33	-1%	-$3.61K	0.03%	164
2026 Q1	$219K	Hold	2,512	–	–	0.03%	175
2025 Q4	$237K	Buy	2,512 +96	+4%	+$9.12K	0.03%	169
2025 Q3	$225K	Buy	+2,416	New	+$211K	0.03%	175

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

J.W. Burns & Co's VGT Position: Q2 2026 in Review

J.W. Burns & Co reduced its Vanguard Information Technology ETF (VGT) stake by 1.3% in Q2 2026, selling an estimated $3.61K and leaving 2,479 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #164.

J.W. Burns & Co first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

J.W. Burns & Co held 2,479 shares of Vanguard Information Technology ETF worth $296K as of Q2 2026.
J.W. Burns & Co sold 33 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.61K.
Vanguard Information Technology ETF made up 0.03% of J.W. Burns & Co's portfolio in Q2 2026, its #164 holding.
J.W. Burns & Co first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.