Orser Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Orser Capital 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	$7.26M	Buy	60,781 +581	+1%	+$63.6K	3.6%	8
2026 Q1	$5.25M	Buy	60,200 +15,896	+36%	+$1.46M	3.43%	9
2025 Q4	$4.17M	Buy	44,304 +1,184	+3%	+$112K	2.36%	13
2025 Q3	$4.02M	Sell	43,120 -3,960	-8%	-$346K	2.12%	16
2025 Q2	$3.9M	Buy	+47,080	New	+$3.42M	2.78%	15

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Orser Capital Management's VGT Position: Q2 2026 in Review

Orser Capital Management increased its Vanguard Information Technology ETF (VGT) stake by 0.97% in Q2 2026, buying an estimated $63.6K and bringing the position to 60,781 shares worth $7.26M. The position accounts for 3.6% of the portfolio, ranked #8.

Orser Capital Management first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Orser Capital Management held 60,781 shares of Vanguard Information Technology ETF worth $7.26M as of Q2 2026.
Orser Capital Management bought 581 Vanguard Information Technology ETF shares in Q2 2026, an estimated $63.6K.
Vanguard Information Technology ETF made up 3.6% of Orser Capital Management's portfolio in Q2 2026, its #8 holding.
Orser Capital Management first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Orser Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.