JGIA
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Jackson Grant Investment Advisers’s Vanguard Information Technology ETF VGT Stock Holding History

Jackson Grant Investment Advisers’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 		$1.21M Sell
10,093
-3,235
-24% -$354K 0.37% 45
2026
Q1 		$1.16M Buy
13,328
+8
+0.1% +$737 0.39% 44
2025
Q4 		$1.25M Buy
13,320
+8
+0.1% +$760 0.41% 42
2025
Q3 		$1.24M Buy
13,312
+16
+0.1% +$1.4K 0.41% 41
2025
Q2 		$1.1M Buy
13,296
+4,008
+43% +$291K 0.4% 41
2025
Q1 		$630K Buy
9,288
+8
+0.1% +$603 0.24% 58
2024
Q4 		$721K Buy
9,280
+16
+0.2% +$1.23K 0.28% 51
2024
Q3 		$679K Buy
9,264
+24
+0.3% +$1.71K 0.25% 57
2024
Q2 		$666K Buy
9,240
+720
+8% +$47.9K 0.27% 56
2024
Q1 		$558K Buy
8,520
+24
+0.3% +$1.52K 0.23% 63
2023
Q4 		$514K Buy
8,496
+32
+0.4% +$1.78K 0.23% 63
2023
Q3 		$439K Sell
8,464
-1,048
-11% -$57K 0.21% 63
2023
Q2 		$526K Sell
9,512
-56
-0.6% -$2.81K 0.24% 56
2023
Q1 		$461K Sell
9,568
-48
-0.5% -$2.12K 0.22% 65
2022
Q4 		$384K Sell
9,616
-528
-5% -$21.5K 0.19% 69
2022
Q3 		$390K Sell
10,144
-1,056
-9% -$46.4K 0.2% 69
2022
Q2 		$457K Sell
11,200
-1,144
-9% -$51.5K 0.23% 62
2022
Q1 		$643K Buy
+12,344
New +$633K 0.27% 53
2021
Q4 		– Sell
-12,832
Closed -$644K – 323
2021
Q3 		$644K Hold
12,832
– – 0.29% 53
2021
Q2 		$640K Buy
12,832
+8
+0.1% +$377 0.28% 52
2021
Q1 		$575K Buy
12,824
+6,072
+90% +$273K 0.26% 54
2020
Q4 		$299K Sell
6,752
-768
-10% -$31.6K 0.15% 77
2020
Q3 		$293K Buy
7,520
+16
+0.2% +$602 0.18% 67
2020
Q2 		$261K Buy
7,504
+1,504
+25% +$46.9K 0.17% 67
2020
Q1 		$159K Buy
6,000
+56
+0.9% +$1.7K 0.12% 80
2019
Q4 		$182K Buy
5,944
+40
+0.7% +$1.15K 0.1% 92
2019
Q3 		$159K Buy
5,904
+368
+7% +$9.91K 0.09% 96
2019
Q2 		$146K Buy
5,536
+16
+0.3% +$413 0.09% 97
2019
Q1 		$139K Buy
5,520
+216
+4% +$5.02K 0.08% 96
2018
Q4 		$111K Buy
5,304
+32
+0.6% +$725 0.08% 105
2018
Q3 		$133K Buy
5,272
+16
+0.3% +$389 0.08% 104
2018
Q2 		$119K Buy
5,256
+1,200
+30% +$26.9K 0.08% 105
2018
Q1 		$87K Buy
4,056
+144
+4% +$3.14K 0.06% 123
2017
Q4 		$81K Buy
3,912
+24
+0.6% +$487 0.05% 129
2017
Q3 		$74K Buy
3,888
+176
+5% +$3.26K 0.05% 126
2017
Q2 		$65K Buy
+3,712
New +$65.4K 0.05% 117
2016
Q2 		– Sell
-3,496
Closed -$48K – 170
2016
Q1 		$48K Buy
3,496
+16
+0.5% +$204 0.04% 105
2015
Q4 		$47K Buy
+3,480
New +$47.5K 0.04% 108

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

Jackson Grant Investment Advisers's VGT Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Vanguard Information Technology ETF (VGT) stake by 24% in Q2 2026, selling an estimated $354K and leaving 10,093 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #45.

Jackson Grant Investment Advisers first reported a position in VGT in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.25M in Q4 2025. 1,122 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Jackson Grant Investment Advisers held 10,093 shares of Vanguard Information Technology ETF worth $1.21M as of Q2 2026.
  • Jackson Grant Investment Advisers sold 3,235 Vanguard Information Technology ETF shares in Q2 2026, an estimated $354K.
  • Vanguard Information Technology ETF made up 0.37% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #45 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Information Technology ETF in Q4 2015 and has held it in 38 quarters since.
  • Jackson Grant Investment Advisers's Vanguard Information Technology ETF position peaked at $1.25M in Q4 2025.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.