Jim Saulnier & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Jim Saulnier & Associates’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	$390K	Buy	3,264 +8	+0.2%	+$876	0.16%	100
2026 Q1	$284K	Buy	3,256 +8	+0.2%	+$737	0.14%	112
2025 Q4	$306K	Sell	3,248 -1,840	-36%	-$175K	0.16%	109
2025 Q3	$475K	Buy	5,088 +1,840	+57%	+$161K	0.26%	77
2025 Q2	$269K	Buy	+3,248	New	+$236K	0.18%	97
2025 Q1	–	Sell	-2,832	Closed	-$220K	–	106
2024 Q4	$220K	Buy	2,832 +96	+4%	+$7.37K	0.19%	87
2024 Q3	$201K	Buy	+2,736	New	+$194K	0.2%	82

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

Jim Saulnier & Associates's VGT Position: Q2 2026 in Review

Jim Saulnier & Associates increased its Vanguard Information Technology ETF (VGT) stake by 0.25% in Q2 2026, buying an estimated $876 and bringing the position to 3,264 shares worth $390K. The position accounts for 0.16% of the portfolio, ranked #100.

Jim Saulnier & Associates first reported a position in VGT in Q3 2024 and has held it in 7 quarters since. The position peaked at $475K in Q3 2025. 2,194 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Jim Saulnier & Associates held 3,264 shares of Vanguard Information Technology ETF worth $390K as of Q2 2026.
Jim Saulnier & Associates bought 8 Vanguard Information Technology ETF shares in Q2 2026, an estimated $876.
Vanguard Information Technology ETF made up 0.16% of Jim Saulnier & Associates's portfolio in Q2 2026, its #100 holding.
Jim Saulnier & Associates first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's Vanguard Information Technology ETF position peaked at $475K in Q3 2025.
2,194 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.