PSF
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Pacific Sun Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Pacific Sun Financial’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 		$2.5M Sell
20,908
-28
-0.1% -$3.07K 1.03% 16
2026
Q1 		$1.83M Buy
20,936
+624
+3% +$57.5K 0.88% 28
2025
Q4 		$1.91M Hold
20,312
– – 0.92% 24
2025
Q3 		$1.9M Sell
20,312
-8
-0% -$699 0.92% 25
2025
Q2 		$1.68M Sell
20,320
-1,240
-6% -$90.2K 0.88% 32
2025
Q1 		$1.46M Sell
21,560
-320
-1% -$24.1K 0.83% 33
2024
Q4 		$1.7M Hold
21,880
– – 0.93% 31
2024
Q3 		$1.6M Buy
21,880
+80
+0.4% +$5.68K 0.88% 32
2024
Q2 		$1.57M Sell
21,800
-120
-0.5% -$7.98K 0.93% 28
2024
Q1 		$1.44M Sell
21,920
-80
-0.4% -$5.07K 0.84% 37
2023
Q4 		$1.33M Buy
22,000
+40
+0.2% +$2.23K 0.84% 34
2023
Q3 		$1.14M Sell
21,960
-280
-1% -$15.2K 0.79% 37
2023
Q2 		$1.07M Buy
+22,240
New +$1.12M 0.72% 39
2022
Q4 		$885K Sell
22,160
-1,536
-6% -$62.7K 0.62% 51
2022
Q3 		$910K Buy
23,696
+680
+3% +$29.9K 0.64% 50
2022
Q2 		$939K Buy
23,016
+1,808
+9% +$81.4K 0.62% 52
2022
Q1 		$1.1M Buy
21,208
+872
+4% +$44.7K 0.6% 53
2021
Q4 		$1.17M Buy
20,336
+176
+0.9% +$9.66K 0.62% 53
2021
Q3 		$1.01M Buy
+20,160
New +$1.04M 0.58% 55
2020
Q3 		$991K Buy
25,448
+440
+2% +$16.6K 0.83% 39
2020
Q2 		$871K Buy
25,008
+496
+2% +$15.5K 0.79% 45
2020
Q1 		$649K Buy
24,512
+936
+4% +$28.4K 0.75% 51
2019
Q4 		$722K Hold
23,576
– – 0.64% 55
2019
Q3 		$635K Buy
23,576
+792
+3% +$21.3K 0.6% 61
2019
Q2 		$601K Buy
+22,784
New +$588K 0.57% 61
2018
Q2 		$498K Sell
20,624
-160
-0.8% -$3.59K 0.51% 66
2018
Q1 		$444K Buy
+20,784
New +$454K 0.59% 62

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

Pacific Sun Financial's VGT Position: Q2 2026 in Review

Pacific Sun Financial reduced its Vanguard Information Technology ETF (VGT) stake by 0.13% in Q2 2026, selling an estimated $3.07K and leaving 20,908 shares worth $2.5M. The position accounts for 1.03% of the portfolio, ranked #16.

Pacific Sun Financial first reported a position in VGT in Q1 2018 and has held it in 27 quarters since. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Pacific Sun Financial held 20,908 shares of Vanguard Information Technology ETF worth $2.5M as of Q2 2026.
  • Pacific Sun Financial sold 28 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.07K.
  • Vanguard Information Technology ETF made up 1.03% of Pacific Sun Financial's portfolio in Q2 2026, its #16 holding.
  • Pacific Sun Financial first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 27 quarters since.
  • 2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.