Obermeyer Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Obermeyer Wealth Partners’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	$417K	Hold	3,488	–	–	0.02%	195
2026 Q1	$304K	Sell	3,488 -80	-2%	-$7.37K	0.01%	242
2025 Q4	$336K	Buy	3,568 +1,344	+60%	+$128K	0.02%	222
2025 Q3	$208K	Buy	+2,224	New	+$194K	0.01%	281
2024 Q4	–	Sell	-7,080	Closed	-$519K	–	272
2024 Q3	$519K	Buy	+7,080	New	+$503K	0.03%	151

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

Obermeyer Wealth Partners's VGT Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 3,488 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #195.

Obermeyer Wealth Partners first reported a position in VGT in Q3 2024 and has held it in 5 quarters since. The position peaked at $519K in Q3 2024. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Obermeyer Wealth Partners held 3,488 shares of Vanguard Information Technology ETF worth $417K as of Q2 2026.
Obermeyer Wealth Partners left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #195 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 5 quarters since.
Obermeyer Wealth Partners's Vanguard Information Technology ETF position peaked at $519K in Q3 2024.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.