Optimist Retirement Group’s Vanguard Information Technology ETF VGT Stock Holding History

Optimist Retirement Group’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	$229K	Buy	+1,917	New	+$210K	0.09%	114
2026 Q1	–	Sell	-2,456	Closed	-$232K	–	126
2025 Q4	$232K	Hold	2,456	–	–	0.11%	99
2025 Q3	$229K	Hold	2,456	–	–	0.1%	108
2025 Q2	$204K	Sell	2,456 -496	-17%	-$36.1K	0.1%	113
2025 Q1	$200K	Hold	2,952	–	–	0.1%	116
2024 Q4	$229K	Buy	2,952 +8	+0.3%	+$614	0.11%	107
2024 Q3	$216K	Hold	2,944	–	–	0.1%	118
2024 Q2	$212K	Buy	+2,944	New	+$196K	0.11%	104

Other funds holding VGT

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Optimist Retirement Group's VGT Position: Q2 2026 in Review

Optimist Retirement Group opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 1,917 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #114 among its holdings. This is a return to the name: Optimist Retirement Group previously reported a position in VGT as recently as Q4 2025.

Optimist Retirement Group first reported a position in VGT in Q2 2024 and has held it in 8 quarters since. The position peaked at $232K in Q4 2025. 1,903 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Optimist Retirement Group held 1,917 shares of Vanguard Information Technology ETF worth $229K as of Q2 2026.
Vanguard Information Technology ETF was a new Optimist Retirement Group position in Q2 2026.
Vanguard Information Technology ETF made up 0.09% of Optimist Retirement Group's portfolio in Q2 2026, its #114 holding.
Optimist Retirement Group first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 8 quarters since.
Optimist Retirement Group's Vanguard Information Technology ETF position peaked at $232K in Q4 2025.
1,903 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.