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Koss-Olinger Consulting’s Vanguard Information Technology ETF VGT Stock Holding History

Koss-Olinger Consulting’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
Q1 		$256K Sell
2,936
-5,176
-64% -$477K 0.02% 233
2025
Q4 		$764K Sell
8,112
-1,056
-12% -$100K 0.06% 116
2025
Q3 		$760K Hold
9,168
– – 0.06% 149
2025
Q2 		$760K Sell
9,168
-16
-0.2% -$1.16K 0.06% 149
2025
Q1 		$623K Buy
+9,184
New +$692K 0.05% 159
2024
Q4 		– Sell
-9,400
Closed -$689K – 287
2024
Q3 		$689K Buy
9,400
+400
+4% +$28.4K 0.06% 127
2024
Q2 		$648K Buy
+9,000
New +$598K 0.06% 123
2024
Q1 		– Sell
-8,984
Closed -$543K – 307
2023
Q4 		$543K Buy
8,984
+24
+0.3% +$1.34K 0.05% 139
2023
Q3 		$465K Buy
8,960
+16
+0.2% +$870 0.07% 135
2023
Q2 		$495K Hold
8,944
– – 0.06% 137
2023
Q1 		$431K Buy
8,944
+1,488
+20% +$65.8K 0.05% 147
2022
Q4 		$298K Buy
7,456
+24
+0.3% +$979 0.04% 160
2022
Q3 		$286K Hold
7,432
– – 0.05% 161
2022
Q2 		$303K Buy
7,432
+128
+2% +$5.77K 0.06% 128
2022
Q1 		$380K Buy
7,304
+32
+0.4% +$1.64K 0.06% 129
2021
Q4 		$416K Buy
7,272
+112
+2% +$6.15K 0.06% 128
2021
Q3 		$359K Buy
7,160
+592
+9% +$30.7K 0.06% 157
2021
Q2 		$328K Sell
6,568
-2,904
-31% -$137K 0.05% 179
2021
Q1 		$424K Buy
+9,472
New +$426K 0.07% 143

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Koss-Olinger Consulting's VGT Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Vanguard Information Technology ETF (VGT) stake by 64% in Q1 2026, selling an estimated $477K and leaving 2,936 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #233.

Koss-Olinger Consulting first reported a position in VGT in Q1 2021 and has held it in 19 quarters since. The position peaked at $764K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Koss-Olinger Consulting held 2,936 shares of Vanguard Information Technology ETF worth $256K as of Q1 2026.
  • Koss-Olinger Consulting sold 5,176 Vanguard Information Technology ETF shares in Q1 2026, an estimated $477K.
  • Vanguard Information Technology ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q1 2026, its #233 holding.
  • Koss-Olinger Consulting first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's Vanguard Information Technology ETF position peaked at $764K in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.