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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
Q2 		$362K Buy
3,026
+90
+3% +$9.86K 0.03% 112
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 $1.55T 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

Koss-Olinger Consulting's VGT Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Vanguard Information Technology ETF (VGT) stake by 3.1% in Q2 2026, buying an estimated $9.86K and bringing the position to 3,026 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #112.

Koss-Olinger Consulting first reported a position in VGT in Q1 2021 and has held it in 20 quarters since. The position peaked at $764K in Q4 2025. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Koss-Olinger Consulting held 3,026 shares of Vanguard Information Technology ETF worth $362K as of Q2 2026.
  • Koss-Olinger Consulting bought 90 Vanguard Information Technology ETF shares in Q2 2026, an estimated $9.86K.
  • Vanguard Information Technology ETF made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #112 holding.
  • Koss-Olinger Consulting first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's Vanguard Information Technology ETF position peaked at $764K in Q4 2025.
  • 2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.