Millstone Evans Group’s Vanguard Information Technology ETF VGT Stock Holding History

Millstone Evans Group’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	$170K	Hold	1,424	–	–	0.09%	170
2026 Q1	$124K	Hold	1,424	–	–	0.07%	202
2025 Q4	$134K	Hold	1,424	–	–	0.08%	192
2025 Q3	$133K	Hold	1,424	–	–	0.08%	176
2025 Q2	$118K	Hold	1,424	–	–	0.08%	179
2025 Q1	$96.5K	Hold	1,424	–	–	0.07%	203
2024 Q4	$111K	Buy	+1,424	New	+$109K	0.08%	178

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

Millstone Evans Group's VGT Position: Q2 2026 in Review

Millstone Evans Group held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 1,424 shares worth $170K. The position accounts for 0.09% of the portfolio, ranked #170.

Millstone Evans Group first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Millstone Evans Group held 1,424 shares of Vanguard Information Technology ETF worth $170K as of Q2 2026.
Millstone Evans Group left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.09% of Millstone Evans Group's portfolio in Q2 2026, its #170 holding.
Millstone Evans Group first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.