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

Osbon 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	$16M	Sell	133,586 -6,718	-5%	-$736K	12.52%	1
2026 Q1	$12.2M	Sell	140,304 -4,208	-3%	-$387K	9.99%	1
2025 Q4	$13.6M	Buy	+144,512	New	+$13.7M	12.74%	1
2019 Q2	$2.71M	Buy	+102,600	New	+$2.65M	2.88%	11

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

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

Osbon Capital Management reduced its Vanguard Information Technology ETF (VGT) stake by 4.8% in Q2 2026, selling an estimated $736K and leaving 133,586 shares worth $16M. The position accounts for 12.52% of the portfolio, ranked #1.

Osbon Capital Management first reported a position in VGT in Q2 2019 and has held it in 4 quarters since. 2,195 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Osbon Capital Management held 133,586 shares of Vanguard Information Technology ETF worth $16M as of Q2 2026.
Osbon Capital Management sold 6,718 Vanguard Information Technology ETF shares in Q2 2026, an estimated $736K.
Vanguard Information Technology ETF made up 12.52% of Osbon Capital Management's portfolio in Q2 2026, its #1 holding.
Osbon Capital Management first reported a position in Vanguard Information Technology ETF in Q2 2019 and has held it in 4 quarters since.
2,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.