John G. Ullman & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

John G. Ullman & 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	$550K	Buy	4,598 +1,038	+29%	+$114K	0.07%	130
2026 Q1	$310K	Hold	3,560	–	–	0.04%	148
2025 Q4	$335K	Hold	3,560	–	–	0.04%	150
2025 Q3	$332K	Hold	3,560	–	–	0.04%	144
2025 Q2	$295K	Hold	3,560	–	–	0.04%	148
2025 Q1	$241K	Hold	3,560	–	–	0.04%	159
2024 Q4	$277K	Buy	3,560 +568	+19%	+$43.6K	0.04%	154
2024 Q3	$219K	Hold	2,992	–	–	0.03%	173
2024 Q2	$216K	Buy	+2,992	New	+$199K	0.03%	169

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

John G. Ullman & Associates's VGT Position: Q2 2026 in Review

John G. Ullman & Associates increased its Vanguard Information Technology ETF (VGT) stake by 29% in Q2 2026, buying an estimated $114K and bringing the position to 4,598 shares worth $550K. The position accounts for 0.07% of the portfolio, ranked #130.

John G. Ullman & Associates first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

John G. Ullman & Associates held 4,598 shares of Vanguard Information Technology ETF worth $550K as of Q2 2026.
John G. Ullman & Associates bought 1,038 Vanguard Information Technology ETF shares in Q2 2026, an estimated $114K.
Vanguard Information Technology ETF made up 0.07% of John G. Ullman & Associates's portfolio in Q2 2026, its #130 holding.
John G. Ullman & Associates first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.