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John A. Wolfe & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

John A. Wolfe & 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 		$4.16M Sell
34,815
-1,129
-3% -$124K 5.73% 4
2026
Q1 		$3.14M Sell
35,944
-720
-2% -$66.3K 4.81% 5
2025
Q4 		$3.45M Buy
+36,664
New +$3.48M 1.87% 8

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

John A. Wolfe & Associates's VGT Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its Vanguard Information Technology ETF (VGT) stake by 3.1% in Q2 2026, selling an estimated $124K and leaving 34,815 shares worth $4.16M. The position accounts for 5.73% of the portfolio, ranked #4.

John A. Wolfe & Associates first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 2,182 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • John A. Wolfe & Associates held 34,815 shares of Vanguard Information Technology ETF worth $4.16M as of Q2 2026.
  • John A. Wolfe & Associates sold 1,129 Vanguard Information Technology ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Information Technology ETF made up 5.73% of John A. Wolfe & Associates's portfolio in Q2 2026, its #4 holding.
  • John A. Wolfe & Associates first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,182 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.