ORBA Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

ORBA Wealth 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	$482K	Sell	4,034 -1,726	-30%	-$189K	0.41%	52
2026 Q1	$502K	Sell	5,760 -360	-6%	-$33.1K	0.6%	46
2025 Q4	$577K	Sell	6,120 -1,800	-23%	-$171K	0.5%	47
2025 Q3	$739K	Hold	7,920	–	–	0.61%	38
2025 Q2	$657K	Sell	7,920 -6,600	-45%	-$480K	0.6%	39
2025 Q1	$984K	Hold	14,520	–	–	0.5%	42
2024 Q4	$1.13M	Hold	14,520	–	–	0.59%	40
2024 Q3	$1.06M	Sell	14,520 -200	-1%	-$14.2K	0.54%	43
2024 Q2	$1.06M	Sell	14,720 -1,600	-10%	-$106K	0.55%	39
2024 Q1	$1.07M	Sell	16,320 -400	-2%	-$25.4K	0.59%	37
2023 Q4	$1.01M	Buy	+16,720	New	+$932K	0.61%	37

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

ORBA Wealth Advisors's VGT Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 30% in Q2 2026, selling an estimated $189K and leaving 4,034 shares worth $482K. The position accounts for 0.41% of the portfolio, ranked #52.

ORBA Wealth Advisors first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2024. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

ORBA Wealth Advisors held 4,034 shares of Vanguard Information Technology ETF worth $482K as of Q2 2026.
ORBA Wealth Advisors sold 1,726 Vanguard Information Technology ETF shares in Q2 2026, an estimated $189K.
Vanguard Information Technology ETF made up 0.41% of ORBA Wealth Advisors's portfolio in Q2 2026, its #52 holding.
ORBA Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.13M in Q4 2024.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.