OFG
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Orcam Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Orcam Financial 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 		$957K Buy
8,007
+879
+12% +$96.2K 0.47% 38
2026
Q1 		$622K Buy
7,128
+1,240
+21% +$114K 0.44% 34
2025
Q4 		$555K Hold
5,888
– – 0.42% 35
2025
Q3 		$549K Buy
5,888
+8
+0.1% +$699 0.44% 34
2025
Q2 		$488K Buy
5,880
+384
+7% +$27.9K 0.42% 32
2025
Q1 		$373K Buy
5,496
+8
+0.1% +$603 0.35% 34
2024
Q4 		$427K Buy
5,488
+528
+11% +$40.6K 0.41% 33
2024
Q3 		$364K Buy
+4,960
New +$352K 0.35% 33

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Orcam Financial Group's VGT Position: Q2 2026 in Review

Orcam Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 12% in Q2 2026, buying an estimated $96.2K and bringing the position to 8,007 shares worth $957K. The position accounts for 0.47% of the portfolio, ranked #38.

Orcam Financial Group first reported a position in VGT in Q3 2024 and has held it in 8 quarters since. 2,196 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Orcam Financial Group held 8,007 shares of Vanguard Information Technology ETF worth $957K as of Q2 2026.
  • Orcam Financial Group bought 879 Vanguard Information Technology ETF shares in Q2 2026, an estimated $96.2K.
  • Vanguard Information Technology ETF made up 0.47% of Orcam Financial Group's portfolio in Q2 2026, its #38 holding.
  • Orcam Financial Group first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,196 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.