Johnson & White Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Johnson & White Wealth Management’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	$325K	Sell	2,720 -856	-24%	-$93.7K	0.12%	93
2026 Q1	$312K	Hold	3,576	–	–	0.13%	92
2025 Q4	$337K	Hold	3,576	–	–	0.15%	91
2025 Q3	$334K	Hold	3,576	–	–	0.15%	87
2025 Q2	$296K	Hold	3,576	–	–	0.15%	89
2025 Q1	$242K	Hold	3,576	–	–	0.14%	89
2024 Q4	$278K	Hold	3,576	–	–	0.17%	83
2024 Q3	$262K	Hold	3,576	–	–	0.23%	49
2024 Q2	$258K	Sell	3,576 -48	-1%	-$3.19K	0.25%	46
2024 Q1	$238K	Hold	3,624	–	–	0.17%	76
2023 Q4	$219K	Buy	+3,624	New	+$202K	0.18%	78
2023 Q3	–	Sell	-4,240	Closed	-$234K	–	74
2023 Q2	$234K	Hold	4,240	–	–	0.32%	34
2023 Q1	$204K	Buy	+4,240	New	+$187K	0.18%	75
2022 Q4	–	Sell	-5,656	Closed	-$217K	–	125
2022 Q3	$217K	Buy	+5,656	New	+$249K	0.24%	70

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

Johnson & White Wealth Management's VGT Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 24% in Q2 2026, selling an estimated $93.7K and leaving 2,720 shares worth $325K. The position accounts for 0.12% of the portfolio, ranked #93.

Johnson & White Wealth Management first reported a position in VGT in Q3 2022 and has held it in 14 quarters since. The position peaked at $337K in Q4 2025. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Johnson & White Wealth Management held 2,720 shares of Vanguard Information Technology ETF worth $325K as of Q2 2026.
Johnson & White Wealth Management sold 856 Vanguard Information Technology ETF shares in Q2 2026, an estimated $93.7K.
Vanguard Information Technology ETF made up 0.12% of Johnson & White Wealth Management's portfolio in Q2 2026, its #93 holding.
Johnson & White Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2022 and has held it in 14 quarters since.
Johnson & White Wealth Management's Vanguard Information Technology ETF position peaked at $337K in Q4 2025.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.