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McAdam LLC’s Vanguard Information Technology ETF VGT Stock Holding History

McAdam LLC’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 		$4.44M Sell
37,159
-13,481
-27% -$1.48M 0.17% 63
2026
Q1 		$4.42M Buy
50,640
+976
+2% +$89.9K 0.2% 64
2025
Q4 		$4.68M Buy
49,664
+872
+2% +$82.9K 0.21% 60
2025
Q3 		$4.55M Buy
48,792
+4,984
+11% +$435K 0.22% 58
2025
Q2 		$3.63M Buy
43,808
+952
+2% +$69.2K 0.2% 67
2025
Q1 		$2.91M Sell
42,856
-7,672
-15% -$578K 0.18% 72
2024
Q4 		$3.93M Buy
50,528
+416
+0.8% +$32K 0.21% 65
2024
Q3 		$3.67M Sell
50,112
-3,328
-6% -$237K 0.21% 66
2024
Q2 		$3.85M Buy
53,440
+2,656
+5% +$177K 0.23% 57
2024
Q1 		$3.33M Buy
50,784
+3,592
+8% +$228K 0.21% 59
2023
Q4 		$2.86M Sell
47,192
-560
-1% -$31.2K 0.21% 63
2023
Q3 		$2.48M Sell
47,752
-240
-0.5% -$13.1K 0.2% 64
2023
Q2 		$2.65M Sell
47,992
-96
-0.2% -$4.82K 0.22% 62
2023
Q1 		$2.32M Sell
48,088
-9,504
-17% -$420K 0.21% 71
2022
Q4 		$3.3M Buy
57,592
+2,896
+5% +$118K 0.33% 47
2022
Q3 		$2.1M Sell
54,696
-1,912
-3% -$84.1K 0.23% 71
2022
Q2 		$2.31M Sell
56,608
-9,920
-15% -$447K 0.24% 66
2022
Q1 		$3.46M Buy
66,528
+8,936
+16% +$459K 0.33% 44
2021
Q4 		$3.3M Sell
57,592
-528
-0.9% -$29K 0.33% 47
2021
Q3 		$2.92M Sell
58,120
-640
-1% -$33.2K 0.32% 47
2021
Q2 		$3.03M Buy
58,760
+17,296
+42% +$816K 0.34% 46
2021
Q1 		$1.86M Buy
41,464
+7,968
+24% +$358K 0.26% 52
2020
Q4 		$1.48M Buy
33,496
+26,032
+349% +$1.07M 0.23% 55
2020
Q3 		$291K Buy
+7,464
New +$281K 0.06% 100
2018
Q4 		– Sell
-4,080
Closed -$103K – 589
2018
Q3 		$103K Buy
+4,080
New +$99.2K 0.04% 104

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

McAdam LLC's VGT Position: Q2 2026 in Review

McAdam LLC reduced its Vanguard Information Technology ETF (VGT) stake by 27% in Q2 2026, selling an estimated $1.48M and leaving 37,159 shares worth $4.44M. The position accounts for 0.17% of the portfolio, ranked #63.

McAdam LLC first reported a position in VGT in Q3 2018 and has held it in 25 quarters since. The position peaked at $4.68M in Q4 2025. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • McAdam LLC held 37,159 shares of Vanguard Information Technology ETF worth $4.44M as of Q2 2026.
  • McAdam LLC sold 13,481 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.48M.
  • Vanguard Information Technology ETF made up 0.17% of McAdam LLC's portfolio in Q2 2026, its #63 holding.
  • McAdam LLC first reported a position in Vanguard Information Technology ETF in Q3 2018 and has held it in 25 quarters since.
  • McAdam LLC's Vanguard Information Technology ETF position peaked at $4.68M in Q4 2025.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.