JFS Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

JFS Wealth Advisors’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	$779K	Sell	6,520 -304	-4%	-$33.3K	0.04%	198
2026 Q1	$595K	Hold	6,824	–	–	0.03%	212
2025 Q4	$643K	Hold	6,824	–	–	0.04%	205
2025 Q3	$637K	Hold	6,824	–	–	0.04%	206
2025 Q2	$566K	Hold	6,824	–	–	0.04%	201
2025 Q1	$463K	Hold	6,824	–	–	0.03%	205
2024 Q4	$530K	Buy	6,824 +168	+3%	+$12.9K	0.04%	192
2024 Q3	$488K	Buy	6,656 +5,520	+486%	+$392K	0.03%	198
2024 Q2	$81.7K	Hold	1,136	–	–	0.01%	350
2024 Q1	$74.3K	Hold	1,136	–	–	0.01%	370
2023 Q4	$68.5K	Buy	1,136 +8	+0.7%	+$446	0.01%	364
2023 Q3	$58.7K	Hold	1,128	–	–	0.01%	354
2023 Q2	$62.5K	Sell	1,128 -128	-10%	-$6.43K	0.01%	344
2023 Q1	$60.7K	Buy	1,256 +128	+11%	+$5.66K	0.01%	345
2022 Q4	$45.1K	Sell	1,128 -64	-5%	-$2.61K	﹤0.01%	378
2022 Q3	$46K	Buy	1,192 +64	+6%	+$2.81K	0.01%	397
2022 Q2	$46K	Hold	1,128	–	–	﹤0.01%	408
2022 Q1	$59K	Sell	1,128 -1,024	-48%	-$52.5K	0.01%	393
2021 Q4	$123K	Hold	2,152	–	–	0.01%	277
2021 Q3	$108K	Hold	2,152	–	–	0.01%	292
2021 Q2	$107K	Buy	2,152 +520	+32%	+$24.5K	0.02%	213
2021 Q1	$73K	Buy	1,632 +800	+96%	+$36K	0.01%	217
2020 Q4	$37K	Sell	832 -1,264	-60%	-$52K	0.01%	272
2020 Q3	$82K	Buy	2,096 +1,264	+152%	+$47.6K	0.02%	194
2020 Q2	$29K	Hold	832	–	–	0.01%	272
2020 Q1	$22K	Hold	832	–	–	0.01%	268
2019 Q4	$25K	Hold	832	–	–	0.01%	291
2019 Q3	$22K	Hold	832	–	–	0.01%	292
2019 Q2	$22K	Sell	832 -88	-10%	-$2.27K	0.01%	295
2019 Q1	$23K	Hold	920	–	–	0.01%	284
2018 Q4	$19K	Sell	920 -1,128	-55%	-$25.6K	0.01%	292
2018 Q3	$52K	Hold	2,048	–	–	0.01%	243
2018 Q2	$46K	Sell	2,048 -624	-23%	-$14K	0.01%	250
2018 Q1	$57K	Buy	2,672 +64	+2%	+$1.4K	0.02%	235
2017 Q4	$54K	Buy	2,608 +128	+5%	+$2.6K	0.01%	247
2017 Q3	$47K	Hold	2,480	–	–	0.01%	249
2017 Q2	$44K	Hold	2,480	–	–	0.01%	230
2017 Q1	$38K	Hold	2,480	–	–	0.01%	249
2016 Q4	$38K	Hold	2,480	–	–	0.01%	249
2016 Q3	$37K	Hold	2,480	–	–	0.01%	267
2016 Q2	$33K	Hold	2,480	–	–	0.01%	290
2016 Q1	$34K	Hold	2,480	–	–	0.01%	274
2015 Q4	$34K	Buy	+2,480	New	+$33.8K	0.01%	278

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

JFS Wealth Advisors's VGT Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 4.5% in Q2 2026, selling an estimated $33.3K and leaving 6,520 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #198.

JFS Wealth Advisors first reported a position in VGT in Q4 2015 and has held it in 43 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

JFS Wealth Advisors held 6,520 shares of Vanguard Information Technology ETF worth $779K as of Q2 2026.
JFS Wealth Advisors sold 304 Vanguard Information Technology ETF shares in Q2 2026, an estimated $33.3K.
Vanguard Information Technology ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #198 holding.
JFS Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2015 and has held it in 43 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.