JBR Co Financial Management’s Vanguard Information Technology ETF VGT Stock Holding History

JBR Co Financial Management’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	$17.6M	Buy	147,030 +21,966	+18%	+$2.41M	6.41%	2
2026 Q1	$11.8M	Hold	125,064	–	–	4.93%	3
2025 Q4	$11.8M	Sell	125,064 -4,296	-3%	-$408K	4.93%	3
2025 Q3	$12.1M	Buy	129,360 +2,360	+2%	+$206K	5.11%	3
2025 Q2	$10.5M	Sell	127,000 -8,488	-6%	-$617K	5.2%	3
2025 Q1	$9.19M	Buy	135,488 +3,240	+2%	+$244K	5.37%	2
2024 Q4	$10.3M	Buy	132,248 +3,688	+3%	+$283K	6.27%	2
2024 Q3	$9.43M	Sell	128,560 -904	-0.7%	-$64.2K	6.17%	2
2024 Q2	$9.33M	Buy	129,464 +400	+0.3%	+$26.6K	6.55%	2
2024 Q1	$8.46M	Sell	129,064 -3,712	-3%	-$235K	6.75%	2
2023 Q4	$8.03M	Buy	+132,776	New	+$7.4M	7.54%	2

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 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

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JBR Co Financial Management's VGT Position: Q2 2026 in Review

JBR Co Financial Management increased its Vanguard Information Technology ETF (VGT) stake by 18% in Q2 2026, buying an estimated $2.41M and bringing the position to 147,030 shares worth $17.6M. The position accounts for 6.41% of the portfolio, ranked #2.

JBR Co Financial Management first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 1,051 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

JBR Co Financial Management held 147,030 shares of Vanguard Information Technology ETF worth $17.6M as of Q2 2026.
JBR Co Financial Management bought 21,966 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.41M.
Vanguard Information Technology ETF made up 6.41% of JBR Co Financial Management's portfolio in Q2 2026, its #2 holding.
JBR Co Financial Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,051 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.