Kestra Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Kestra Investment 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	$422K	Buy	+3,527	New	+$386K	0.01%	343
2025 Q4	–	Sell	-2,896	Closed	-$270K	–	468
2025 Q3	$270K	Buy	+2,896	New	+$253K	0.01%	372
2025 Q1	–	Sell	-24	Closed	-$1.86K	–	1399
2024 Q4	$1.86K	Buy	+24	New	+$1.84K	﹤0.01%	1037

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

Kestra Investment Management's VGT Position: Q2 2026 in Review

Kestra Investment Management opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 3,527 shares worth $422K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in VGT as recently as Q3 2025.

Kestra Investment Management first reported a position in VGT in Q4 2024 and has held it in 3 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Kestra Investment Management held 3,527 shares of Vanguard Information Technology ETF worth $422K as of Q2 2026.
Vanguard Information Technology ETF was a new Kestra Investment Management position in Q2 2026.
Vanguard Information Technology ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #343 holding.
Kestra Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 3 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.