Oak Barrel Wealth Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

Oak Barrel Wealth Advisory’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	$1.33M	Buy	+11,139	New	+$1.22M	0.59%	27
2025 Q4	$981K	Buy	+10,408	New	+$989K	0.59%	31

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

Oak Barrel Wealth Advisory's VGT Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 11,139 shares worth $1.33M. The stake represents 0.59% of the portfolio and ranks #27 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in VGT as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in VGT in Q4 2025 and has held it in 2 quarters since. 2,185 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Oak Barrel Wealth Advisory held 11,139 shares of Vanguard Information Technology ETF worth $1.33M as of Q2 2026.
Vanguard Information Technology ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
Vanguard Information Technology ETF made up 0.59% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #27 holding.
Oak Barrel Wealth Advisory first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 2 quarters since.
2,185 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.