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James J. Burns & Company’s Vanguard Information Technology ETF VGT Stock Holding History

James J. Burns & Company’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 		$258K Buy
+2,160
New +$237K 0.03% 146
2026
Q1 		– Sell
-2,160
Closed -$204K – 165
2025
Q4 		$204K Hold
2,160
– – 0.03% 156
2025
Q3 		$202K Buy
+2,160
New +$189K 0.03% 156

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

James J. Burns & Company's VGT Position: Q2 2026 in Review

James J. Burns & Company opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,160 shares worth $258K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings. This is a return to the name: James J. Burns & Company previously reported a position in VGT as recently as Q4 2025.

James J. Burns & Company first reported a position in VGT in Q3 2025 and has held it in 3 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • James J. Burns & Company held 2,160 shares of Vanguard Information Technology ETF worth $258K as of Q2 2026.
  • Vanguard Information Technology ETF was a new James J. Burns & Company position in Q2 2026.
  • Vanguard Information Technology ETF made up 0.03% of James J. Burns & Company's portfolio in Q2 2026, its #146 holding.
  • James J. Burns & Company first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.