Milestone Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Milestone Asset Management’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	$291K	Buy	+2,432	New	+$266K	0.05%	222
2023 Q2	–	Sell	-46,864	Closed	-$2.26M	–	81
2023 Q1	$2.26M	Buy	+46,864	New	+$2.07M	1.29%	22

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

Milestone Asset Management's VGT Position: Q2 2026 in Review

Milestone Asset Management opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,432 shares worth $291K. The stake represents 0.05% of the portfolio and ranks #222 among its holdings. This is a return to the name: Milestone Asset Management previously reported a position in VGT as recently as Q1 2023.

Milestone Asset Management first reported a position in VGT in Q1 2023 and has held it in 2 quarters since. The position peaked at $2.26M in Q1 2023. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Milestone Asset Management held 2,432 shares of Vanguard Information Technology ETF worth $291K as of Q2 2026.
Vanguard Information Technology ETF was a new Milestone Asset Management position in Q2 2026.
Vanguard Information Technology ETF made up 0.05% of Milestone Asset Management's portfolio in Q2 2026, its #222 holding.
Milestone Asset Management first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 2 quarters since.
Milestone Asset Management's Vanguard Information Technology ETF position peaked at $2.26M in Q1 2023.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.