McClarren Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

McClarren Financial 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	$1.51M	Buy	12,607 +15	+0.1%	+$1.64K	0.78%	24
2026 Q1	$1.1M	Sell	12,592 -39,152	-76%	-$3.6M	0.65%	28
2025 Q4	$1.03M	Buy	51,744 +19,936	+63%	+$1.89M	0.61%	31
2025 Q3	$1.07M	Buy	31,808 +20,112	+172%	+$1.76M	0.65%	29
2025 Q2	$970K	Sell	11,696 -14,048	-55%	-$1.02M	0.63%	30
2025 Q1	$805K	Buy	25,744 +13,944	+118%	+$1.05M	0.53%	34
2024 Q4	$917K	Sell	11,800 -10,568	-47%	-$812K	2.57%	5
2024 Q3	$305K	Sell	22,368 -32,984	-60%	-$2.34M	0.04%	63
2024 Q2	$854K	Buy	55,352 +47,096	+570%	+$3.13M	0.6%	29
2024 Q1	$541K	Sell	8,256 -264	-3%	-$16.7K	0.39%	42
2023 Q4	$515K	Buy	8,520 +384	+5%	+$21.4K	0.39%	42
2023 Q3	$422K	Buy	8,136 +144	+2%	+$7.83K	0.37%	43
2023 Q2	$441K	Buy	7,992 +200	+3%	+$10K	0.36%	47
2023 Q1	$371K	Buy	7,792 +624	+9%	+$27.6K	0.34%	49
2022 Q4	$286K	Buy	7,168 +2,400	+50%	+$97.9K	0.27%	55
2022 Q3	$183K	Buy	+4,768	New	+$210K	0.18%	65
2022 Q2	–	Sell	-3,504	Closed	-$182K	–	269
2022 Q1	$182K	Buy	3,504 +192	+6%	+$9.85K	0.13%	63
2021 Q4	$190K	Buy	3,312 +1,088	+49%	+$59.7K	0.13%	64
2021 Q3	$111K	Hold	2,224	–	–	0.09%	75
2021 Q2	$110K	Hold	2,224	–	–	0.09%	74
2021 Q1	$100K	Buy	2,224 +8	+0.4%	+$360	0.09%	77
2020 Q4	$98K	Buy	+2,216	New	+$91.2K	0.09%	75

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

McClarren Financial Advisors's VGT Position: Q2 2026 in Review

McClarren Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.12% in Q2 2026, buying an estimated $1.64K and bringing the position to 12,607 shares worth $1.51M. The position accounts for 0.78% of the portfolio, ranked #24.

McClarren Financial Advisors first reported a position in VGT in Q4 2020 and has held it in 22 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

McClarren Financial Advisors held 12,607 shares of Vanguard Information Technology ETF worth $1.51M as of Q2 2026.
McClarren Financial Advisors bought 15 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.64K.
Vanguard Information Technology ETF made up 0.78% of McClarren Financial Advisors's portfolio in Q2 2026, its #24 holding.
McClarren Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 22 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.