Kovitz Investment Group Partners
VGT icon

Kovitz Investment Group Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Kovitz Investment Group 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 		$542K Sell
4,536
-3,256
-42% -$357K 0.01% 384
2026
Q1 		$680K Buy
7,792
+2,192
+39% +$202K 0.02% 367
2025
Q4 		$528K Sell
5,600
-251,816
-98% -$23.9M 0.01% 383
2025
Q3 		$24M Sell
257,416
-10,696
-4% -$935K 0.09% 194
2025
Q2 		$22.2M Buy
268,112
+5,272
+2% +$383K 0.1% 184
2025
Q1 		$17.8M Sell
262,840
-36,344
-12% -$2.74M 0.09% 188
2024
Q4 		$23.3M Buy
299,184
+39,792
+15% +$3.06M 0.11% 157
2024
Q3 		$17.2M Buy
259,392
+232,088
+850% +$16.5M 0.12% 154
2024
Q2 		$1.97M Buy
27,304
+3,504
+15% +$233K 0.02% 435
2024
Q1 		$1.56M Buy
23,800
+624
+3% +$39.6K 0.02% 333
2023
Q4 		$1.4M Sell
23,176
-1,000
-4% -$55.7K 0.02% 256
2023
Q3 		$1.25M Sell
24,176
-344
-1% -$18.7K 0.02% 261
2023
Q2 		$1.36M Buy
24,520
+4,112
+20% +$206K 0.02% 268
2023
Q1 		$983K Sell
20,408
-192
-0.9% -$8.49K 0.02% 296
2022
Q4 		$822K Buy
20,600
+8,952
+77% +$365K 0.02% 304
2022
Q3 		$448K Sell
11,648
-624
-5% -$27.4K 0.01% 328
2022
Q2 		$501K Buy
12,272
+176
+1% +$7.93K 0.01% 337
2022
Q1 		$630K Sell
12,096
-35,928
-75% -$1.84M 0.01% 328
2021
Q4 		$2.12M Buy
48,024
+39,616
+471% +$2.18M 0.05% 204
2021
Q3 		$422K Sell
8,408
-1,136
-12% -$58.9K 0.01% 367
2021
Q2 		$476K Sell
9,544
-30,704
-76% -$1.45M 0.01% 363
2021
Q1 		$1.8M Sell
40,248
-7,776
-16% -$350K 0.04% 223
2020
Q4 		$2.12M Sell
48,024
-1,928
-4% -$79.3K 0.05% 199
2020
Q3 		$1.95M Sell
49,952
-2,880
-5% -$108K 0.05% 196
2020
Q2 		$1.84M Sell
52,832
-4,032
-7% -$126K 0.06% 192
2020
Q1 		$1.51M Buy
56,864
+624
+1% +$18.9K 0.05% 202
2019
Q4 		$1.72M Sell
56,240
-8,200
-13% -$235K 0.05% 212
2019
Q3 		$1.74M Buy
64,440
+3,240
+5% +$87.2K 0.06% 211
2019
Q2 		$1.61M Buy
61,200
+2,456
+4% +$63.3K 0.05% 212
2019
Q1 		$1.47M Buy
+58,744
New +$1.36M 0.05% 226

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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

Kovitz Investment Group Partners's VGT Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Vanguard Information Technology ETF (VGT) stake by 42% in Q2 2026, selling an estimated $357K and leaving 4,536 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #384.

Kovitz Investment Group Partners first reported a position in VGT in Q1 2019 and has held it in 30 quarters since. The position peaked at $24M in Q3 2025. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Kovitz Investment Group Partners held 4,536 shares of Vanguard Information Technology ETF worth $542K as of Q2 2026.
  • Kovitz Investment Group Partners sold 3,256 Vanguard Information Technology ETF shares in Q2 2026, an estimated $357K.
  • Vanguard Information Technology ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #384 holding.
  • Kovitz Investment Group Partners first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Vanguard Information Technology ETF position peaked at $24M in Q3 2025.
  • 2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.