Montecito Bank & Trust’s Vanguard Information Technology ETF VGT Stock Holding History

Montecito Bank & Trust’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	$239K	Buy	+2,000	New	+$219K	0.04%	252
2018 Q1	–	Sell	-48,936	Closed	-$1.01M	–	193
2017 Q4	$1.01M	Sell	48,936 -1,728	-3%	-$35K	0.33%	56
2017 Q3	$963K	Sell	50,664 -2,144	-4%	-$39.7K	0.33%	52
2017 Q2	$930K	Buy	52,808 +29,432	+126%	+$518K	0.33%	54
2017 Q1	$396K	Buy	+23,376	New	+$382K	0.14%	118

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

Montecito Bank & Trust's VGT Position: Q2 2026 in Review

Montecito Bank & Trust opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,000 shares worth $239K. The stake represents 0.04% of the portfolio and ranks #252 among its holdings. This is a return to the name: Montecito Bank & Trust previously reported a position in VGT as recently as Q4 2017.

Montecito Bank & Trust first reported a position in VGT in Q1 2017 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2017. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Montecito Bank & Trust held 2,000 shares of Vanguard Information Technology ETF worth $239K as of Q2 2026.
Vanguard Information Technology ETF was a new Montecito Bank & Trust position in Q2 2026.
Vanguard Information Technology ETF made up 0.04% of Montecito Bank & Trust's portfolio in Q2 2026, its #252 holding.
Montecito Bank & Trust first reported a position in Vanguard Information Technology ETF in Q1 2017 and has held it in 5 quarters since.
Montecito Bank & Trust's Vanguard Information Technology ETF position peaked at $1.01M in Q4 2017.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.