Occidental Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Occidental Asset Management’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	$394K	Buy	3,298 +2	+0.1%	+$219	0.04%	213
2026 Q1	$288K	Buy	+3,296	New	+$303K	0.03%	222

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

Occidental Asset Management's VGT Position: Q2 2026 in Review

Occidental Asset Management increased its Vanguard Information Technology ETF (VGT) stake by 0.06% in Q2 2026, buying an estimated $219 and bringing the position to 3,298 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #213.

Occidental Asset Management first reported a position in VGT in Q1 2026 and has held it in 2 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Occidental Asset Management held 3,298 shares of Vanguard Information Technology ETF worth $394K as of Q2 2026.
Occidental Asset Management bought 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.04% of Occidental Asset Management's portfolio in Q2 2026, its #213 holding.
Occidental Asset Management first reported a position in Vanguard Information Technology ETF in Q1 2026 and has held it in 2 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.