JNBA Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

JNBA Financial 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	$4.34M	Sell	36,349 -427	-1%	-$46.8K	0.33%	43
2026 Q1	$3.21M	Sell	36,776 -112	-0.3%	-$10.3K	0.27%	52
2025 Q4	$3.48M	Sell	36,888 -24	-0.1%	-$2.28K	0.3%	49
2025 Q3	$3.45M	Hold	36,912	–	–	0.31%	45
2025 Q2	$3.06M	Buy	36,912 +312	+0.9%	+$22.7K	0.29%	51
2025 Q1	$2.48M	Sell	36,600 -168	-0.5%	-$12.7K	0.26%	50
2024 Q4	$2.86M	Sell	36,768 -672	-2%	-$51.6K	0.29%	48
2024 Q3	$2.74M	Buy	37,440 +672	+2%	+$47.8K	0.28%	49
2024 Q2	$2.65M	Sell	36,768 -184	-0.5%	-$12.2K	0.28%	48
2024 Q1	$2.42M	Hold	36,952	–	–	0.25%	55
2023 Q4	$2.24M	Sell	36,952 -600	-2%	-$33.4K	0.25%	63
2023 Q3	$1.95M	Buy	37,552 +88	+0.2%	+$4.79K	0.24%	64
2023 Q2	$2.07M	Hold	37,464	–	–	0.25%	63
2023 Q1	$1.81M	Sell	37,464 -64	-0.2%	-$2.83K	0.23%	67
2022 Q4	$1.5M	Sell	37,528 -1,160	-3%	-$47.3K	0.21%	75
2022 Q3	$1.49M	Sell	38,688 -64	-0.2%	-$2.81K	0.23%	67
2022 Q2	$1.58M	Buy	38,752 +216	+0.6%	+$9.73K	0.24%	65
2022 Q1	$2.01M	Sell	38,536 -3,112	-7%	-$160K	0.27%	62
2021 Q4	$2.38M	Sell	41,648 -208	-0.5%	-$11.4K	0.29%	60
2021 Q3	$2.1M	Sell	41,856 -104	-0.2%	-$5.39K	0.28%	61
2021 Q2	$2.09M	Hold	41,960	–	–	0.28%	60
2021 Q1	$1.88M	Hold	41,960	–	–	0.27%	60
2020 Q4	$1.86M	Buy	41,960 +768	+2%	+$31.6K	0.31%	58
2020 Q3	$1.6M	Hold	41,192	–	–	0.32%	57
2020 Q2	$1.44M	Hold	41,192	–	–	0.31%	55
2020 Q1	$1.09M	Sell	41,192 -80	-0.2%	-$2.42K	0.26%	59
2019 Q4	$1.26M	Hold	41,272	–	–	0.24%	61
2019 Q3	$1.11M	Hold	41,272	–	–	0.23%	63
2019 Q2	$1.09M	Sell	41,272 -64	-0.2%	-$1.65K	0.22%	66
2019 Q1	$1.04M	Hold	41,336	–	–	0.22%	61
2018 Q4	$862K	Buy	+41,336	New	+$937K	0.2%	63
2018 Q3	–	Sell	-41,336	Closed	-$937K	–	712
2018 Q2	$937K	Hold	41,336	–	–	0.2%	58
2018 Q1	$884K	Hold	41,336	–	–	0.19%	62
2017 Q4	$851K	Hold	41,336	–	–	0.18%	66
2017 Q3	$785K	Hold	41,336	–	–	0.18%	59
2017 Q2	$728K	Sell	41,336 -2,040	-5%	-$35.9K	0.17%	60
2017 Q1	$735K	Sell	43,376 -9,792	-18%	-$160K	0.17%	60
2016 Q4	$807K	Buy	+53,168	New	+$801K	0.2%	51
2016 Q3	–	Sell	-57,048	Closed	-$764K	–	1670
2016 Q2	$764K	Sell	57,048 -1,560	-3%	-$21K	0.21%	47
2016 Q1	$802K	Sell	58,608 -680	-1%	-$8.67K	0.29%	41
2015 Q4	$803K	Sell	59,288 -480	-0.8%	-$6.55K	0.31%	42
2015 Q3	$747K	Hold	59,768	–	–	0.32%	38
2015 Q2	$794K	Buy	59,768 +1,600	+3%	+$21.8K	0.3%	40
2015 Q1	$775K	Sell	58,168 -400	-0.7%	-$5.28K	0.3%	38
2014 Q4	$765K	Buy	58,568 +1,000	+2%	+$12.8K	0.31%	41
2014 Q3	$720K	Sell	57,568 -1,280	-2%	-$15.9K	0.33%	42
2014 Q2	$712K	Sell	58,848 -2,344	-4%	-$27K	0.35%	40
2014 Q1	$700K	Sell	61,192 -2,760	-4%	-$31.1K	0.37%	37
2013 Q4	$716K	Hold	63,952	–	–	0.39%	39
2013 Q3	$645K	Sell	63,952 -4,168	-6%	-$41K	0.4%	38
2013 Q2	$630K	Buy	+68,120	New	+$631K	0.43%	39

Other funds holding VGT

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JNBA Financial Advisors's VGT Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 1.2% in Q2 2026, selling an estimated $46.8K and leaving 36,349 shares worth $4.34M. The position accounts for 0.33% of the portfolio, ranked #43.

JNBA Financial Advisors first reported a position in VGT in Q2 2013 and has held it in 51 quarters since. 847 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

JNBA Financial Advisors held 36,349 shares of Vanguard Information Technology ETF worth $4.34M as of Q2 2026.
JNBA Financial Advisors sold 427 Vanguard Information Technology ETF shares in Q2 2026, an estimated $46.8K.
Vanguard Information Technology ETF made up 0.33% of JNBA Financial Advisors's portfolio in Q2 2026, its #43 holding.
JNBA Financial Advisors first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 51 quarters since.
847 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.