KFS
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Kelly Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Kelly Financial Services’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 		$423K Buy
3,539
+3
+0.1% +$328 0.09% 83
2026
Q1 		$309K Hold
3,536
– – 0.07% 93
2025
Q4 		$333K Sell
3,536
-16
-0.5% -$1.52K 0.08% 84
2025
Q3 		$332K Sell
3,552
-8
-0.2% -$699 0.09% 81
2025
Q2 		$295K Buy
3,560
+456
+15% +$33.2K 0.09% 91
2025
Q1 		$210K Buy
+3,104
New +$234K 0.07% 106
2024
Q1 		– Sell
-416
Closed -$25.1K – 828
2023
Q4 		$25.1K Hold
416
– – 0.01% 276
2023
Q3 		$21.5K Hold
416
– – 0.01% 275
2023
Q2 		$22.8K Hold
416
– – 0.01% 279
2023
Q1 		$19.9K Sell
416
-136
-25% -$6.01K 0.01% 276
2022
Q4 		$21.9K Buy
552
+8
+1% +$326 0.01% 258
2022
Q3 		$21K Hold
544
– – 0.01% 255
2022
Q2 		$22.3K Hold
544
– – 0.01% 246
2022
Q1 		$28.4K Sell
544
-280
-34% -$14.4K 0.01% 242
2021
Q4 		$47.3K Buy
824
+688
+506% +$37.8K 0.02% 182
2021
Q3 		$6.82K Sell
136
-54,096
-100% -$2.8M ﹤0.01% 381
2021
Q2 		$17K Buy
54,232
+54,096
+39,776% +$2.55M ﹤0.01% 561
2021
Q1 		$6.09K Hold
136
– – ﹤0.01% 375
2020
Q4 		$6.01K Hold
136
– – ﹤0.01% 341
2020
Q3 		$5.29K Hold
136
– – ﹤0.01% 334
2020
Q2 		$4.74K Hold
136
– – ﹤0.01% 342
2020
Q1 		$3.6K Hold
136
– – ﹤0.01% 331
2019
Q4 		$4.16K Hold
136
– – ﹤0.01% 327
2019
Q3 		$3.66K Hold
136
– – ﹤0.01% 332
2019
Q2 		$3.58K Hold
136
– – ﹤0.01% 320
2019
Q1 		$3.41K Buy
+136
New +$3.16K ﹤0.01% 330

Other funds holding VGT

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Kelly Financial Services's VGT Position: Q2 2026 in Review

Kelly Financial Services increased its Vanguard Information Technology ETF (VGT) stake by 0.08% in Q2 2026, buying an estimated $328 and bringing the position to 3,539 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #83.

Kelly Financial Services first reported a position in VGT in Q1 2019 and has held it in 26 quarters since. 981 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Kelly Financial Services held 3,539 shares of Vanguard Information Technology ETF worth $423K as of Q2 2026.
  • Kelly Financial Services bought 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
  • Vanguard Information Technology ETF made up 0.09% of Kelly Financial Services's portfolio in Q2 2026, its #83 holding.
  • Kelly Financial Services first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 26 quarters since.
  • 981 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.