My Personal CFO LLC’s Vanguard Information Technology ETF VGT Stock Holding History

My Personal CFO 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	$716K	Buy	5,987 +3	+0.1%	+$328	0.28%	50
2026 Q1	$522K	Hold	5,984	–	–	0.23%	58
2025 Q4	$563K	Buy	5,984 +1,528	+34%	+$145K	0.24%	59
2025 Q3	$416K	Sell	4,456 -1,632	-27%	-$143K	0.16%	65
2025 Q2	$505K	Buy	6,088 +8	+0.1%	+$582	0.23%	60
2025 Q1	$412K	Sell	6,080 -128	-2%	-$9.64K	0.21%	61
2024 Q4	$482K	Buy	6,208 +8	+0.1%	+$614	0.25%	58
2024 Q3	$454K	Buy	6,200 +8	+0.1%	+$569	0.25%	61
2024 Q2	$446K	Buy	6,192 +3,112	+101%	+$207K	0.24%	66
2024 Q1	$202K	Buy	+3,080	New	+$195K	0.12%	96

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

My Personal CFO LLC's VGT Position: Q2 2026 in Review

My Personal CFO LLC increased its Vanguard Information Technology ETF (VGT) stake by 0.05% in Q2 2026, buying an estimated $328 and bringing the position to 5,987 shares worth $716K. The position accounts for 0.28% of the portfolio, ranked #50.

My Personal CFO LLC first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

My Personal CFO LLC held 5,987 shares of Vanguard Information Technology ETF worth $716K as of Q2 2026.
My Personal CFO LLC bought 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
Vanguard Information Technology ETF made up 0.28% of My Personal CFO LLC's portfolio in Q2 2026, its #50 holding.
My Personal CFO LLC first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.