Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Loring Wolcott & Coolidge 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	$220K	Hold	1,840	–	–	﹤0.01%	311
2026 Q1	$171K	Hold	1,840	–	–	﹤0.01%	326
2025 Q4	$177K	Buy	+1,840	New	+$175K	﹤0.01%	325
2024 Q1	–	Sell	-200	Closed	-$12.3K	–	592
2023 Q4	$12.3K	Hold	200	–	–	﹤0.01%	489
2023 Q3	$10.5K	Buy	+200	New	+$10.9K	﹤0.01%	515
2022 Q1	–	Sell	-40	Closed	-$2K	–	715
2021 Q4	$2K	Sell	40 -264	-87%	-$14.5K	﹤0.01%	702
2021 Q3	$15K	Buy	304 +264	+660%	+$13.7K	﹤0.01%	548
2021 Q2	$2K	Buy	+40	New	+$1.89K	﹤0.01%	899

Other funds holding VGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VGT Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 1,840 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VGT in Q2 2021 and has held it in 8 quarters since. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,840 shares of Vanguard Information Technology ETF worth $220K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #311 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 8 quarters since.
1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.