Operose Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Operose Advisors’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	$128K	Buy	1,073 +41	+4%	+$4.49K	0.02%	207
2026 Q1	$90K	Buy	1,032 +16	+2%	+$1.47K	0.02%	231
2025 Q4	$95.7K	Hold	1,016	–	–	0.02%	223
2025 Q3	$94.8K	Hold	1,016	–	–	0.02%	203
2025 Q2	$84.2K	Hold	1,016	–	–	0.02%	196
2025 Q1	$68.9K	Hold	1,016	–	–	0.02%	187
2024 Q4	$79K	Hold	1,016	–	–	0.03%	180
2024 Q3	$74.5K	Hold	1,016	–	–	0.02%	224
2024 Q2	$73.2K	Buy	1,016 +88	+9%	+$5.85K	0.03%	200
2024 Q1	$60.8K	Hold	928	–	–	0.02%	232
2023 Q4	$56.1K	Hold	928	–	–	0.02%	212
2023 Q3	$48.1K	Hold	928	–	–	0.02%	318
2023 Q2	$51.3K	Hold	928	–	–	0.02%	163
2023 Q1	$44.7K	Hold	928	–	–	0.02%	164
2022 Q4	$37.1K	Hold	928	–	–	0.02%	174
2022 Q3	$36K	Hold	928	–	–	0.02%	173
2022 Q2	$38K	Hold	928	–	–	0.03%	159
2022 Q1	$48K	Hold	928	–	–	0.03%	151
2021 Q4	$53K	Buy	+928	New	+$51K	0.04%	132

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

Operose Advisors's VGT Position: Q2 2026 in Review

Operose Advisors increased its Vanguard Information Technology ETF (VGT) stake by 4% in Q2 2026, buying an estimated $4.49K and bringing the position to 1,073 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #207.

Operose Advisors first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Operose Advisors held 1,073 shares of Vanguard Information Technology ETF worth $128K as of Q2 2026.
Operose Advisors bought 41 Vanguard Information Technology ETF shares in Q2 2026, an estimated $4.49K.
Vanguard Information Technology ETF made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #207 holding.
Operose Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.