KFP
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KMG Fiduciary Partners’s Vanguard Information Technology ETF VGT Stock Holding History

KMG Fiduciary Partners’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 		$1.04M Sell
8,675
-45
-0.5% -$4.93K 0.1% 125
2026
Q1 		$761K Sell
8,720
-88
-1% -$8.1K 0.06% 180
2025
Q4 		$830K Sell
8,808
-1,264
-13% -$120K 0.06% 173
2025
Q3 		$940K Buy
10,072
+64
+0.6% +$5.59K 0.06% 193
2025
Q2 		$830K Sell
10,008
-8
-0.1% -$582 0.06% 199
2025
Q1 		$679K Buy
10,016
+1,024
+11% +$77.1K 0.06% 204
2024
Q4 		$699K Sell
8,992
-376
-4% -$28.9K 0.06% 202
2024
Q3 		$687K Buy
9,368
+192
+2% +$13.6K 0.06% 195
2024
Q2 		$661K Hold
9,176
– – 0.07% 171
2024
Q1 		$601K Sell
9,176
-224
-2% -$14.2K 0.06% 168
2023
Q4 		$569K Sell
9,400
-360
-4% -$20.1K 0.07% 173
2023
Q3 		$506K Sell
9,760
-1,224
-11% -$66.6K 0.07% 169
2023
Q2 		$607K Buy
10,984
+472
+4% +$23.7K 0.08% 163
2023
Q1 		$507K Buy
10,512
+184
+2% +$8.13K 0.07% 172
2022
Q4 		$412K Buy
10,328
+448
+5% +$18.3K 0.07% 177
2022
Q3 		$380K Buy
9,880
+328
+3% +$14.4K 0.07% 152
2022
Q2 		$390K Sell
9,552
-384
-4% -$17.3K 0.07% 155
2022
Q1 		$517K Buy
9,936
+88
+0.9% +$4.52K 0.08% 147
2021
Q4 		$564K Sell
9,848
-192
-2% -$10.5K 0.09% 131
2021
Q3 		$504K Buy
10,040
+1,672
+20% +$86.7K 0.09% 130
2021
Q2 		$417K Buy
8,368
+2,928
+54% +$138K 0.07% 145
2021
Q1 		$244K Buy
+5,440
New +$245K 0.05% 155
2020
Q1 		– Sell
-13,512
Closed -$414K – 152
2019
Q4 		$414K Buy
13,512
+304
+2% +$8.7K 0.13% 91
2019
Q3 		$356K Sell
13,208
-5,216
-28% -$140K 0.12% 89
2019
Q2 		$486K Sell
18,424
-216
-1% -$5.57K 0.18% 76
2019
Q1 		$467K Buy
18,640
+2,368
+15% +$55K 0.18% 81
2018
Q4 		$339K Buy
+16,272
New +$369K 0.15% 75

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

KMG Fiduciary Partners's VGT Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Vanguard Information Technology ETF (VGT) stake by 0.52% in Q2 2026, selling an estimated $4.93K and leaving 8,675 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #125.

KMG Fiduciary Partners first reported a position in VGT in Q4 2018 and has held it in 27 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • KMG Fiduciary Partners held 8,675 shares of Vanguard Information Technology ETF worth $1.04M as of Q2 2026.
  • KMG Fiduciary Partners sold 45 Vanguard Information Technology ETF shares in Q2 2026, an estimated $4.93K.
  • Vanguard Information Technology ETF made up 0.1% of KMG Fiduciary Partners's portfolio in Q2 2026, its #125 holding.
  • KMG Fiduciary Partners first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 27 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.