Key Client Fiduciary Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Key Client Fiduciary Advisors’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	$624K	Buy	5,219 +11	+0.2%	+$1.2K	0.18%	112
2026 Q1	$455K	Buy	5,208 +520	+11%	+$47.9K	0.15%	128
2025 Q4	$442K	Sell	4,688 -168	-3%	-$16K	0.15%	120
2025 Q3	$453K	Buy	4,856 +368	+8%	+$32.2K	0.15%	126
2025 Q2	$372K	Hold	4,488	–	–	0.15%	133
2025 Q1	$304K	Sell	4,488 -88	-2%	-$6.63K	0.14%	147
2024 Q4	$356K	Buy	4,576 +24	+0.5%	+$1.84K	0.16%	131
2024 Q3	$334K	Buy	4,552 +8	+0.2%	+$569	0.15%	138
2024 Q2	$328K	Hold	4,544	–	–	0.16%	132
2024 Q1	$298K	Hold	4,544	–	–	0.16%	138
2023 Q4	$275K	Buy	4,544 +24	+0.5%	+$1.34K	0.16%	139
2023 Q3	$234K	Sell	4,520 -512	-10%	-$27.8K	0.14%	147
2023 Q2	$278K	Sell	5,032 -528	-9%	-$26.5K	0.16%	138
2023 Q1	$268K	Sell	5,560 -1,536	-22%	-$67.9K	0.17%	131
2022 Q4	$283K	Buy	+7,096	New	+$290K	0.19%	118
2022 Q2	–	Sell	-4,376	Closed	-$228K	–	130
2022 Q1	$228K	Buy	4,376 +16	+0.4%	+$821	0.18%	113
2021 Q4	$250K	Buy	+4,360	New	+$239K	0.21%	107

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

Key Client Fiduciary Advisors's VGT Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.21% in Q2 2026, buying an estimated $1.2K and bringing the position to 5,219 shares worth $624K. The position accounts for 0.18% of the portfolio, ranked #112.

Key Client Fiduciary Advisors first reported a position in VGT in Q4 2021 and has held it in 17 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Key Client Fiduciary Advisors held 5,219 shares of Vanguard Information Technology ETF worth $624K as of Q2 2026.
Key Client Fiduciary Advisors bought 11 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.2K.
Vanguard Information Technology ETF made up 0.18% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #112 holding.
Key Client Fiduciary Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 17 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.