Panoramic Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Panoramic Investment 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	$2.71M	Sell	22,689 -1,831	-7%	-$200K	1.3%	25
2026 Q1	$2.14M	Buy	24,520 +264	+1%	+$24.3K	1.16%	28
2025 Q4	$2.29M	Buy	24,256 +40	+0.2%	+$3.8K	1.24%	26
2025 Q3	$2.26M	Sell	24,216 -48	-0.2%	-$4.19K	1.27%	27
2025 Q2	$2.01M	Sell	24,264 -328	-1%	-$23.8K	1.24%	25
2025 Q1	$1.67M	Buy	24,592 +416	+2%	+$31.3K	1.13%	30
2024 Q4	$1.88M	Buy	24,176 +272	+1%	+$20.9K	1.22%	26
2024 Q3	$1.75M	Buy	+23,904	New	+$1.7M	1.21%	26
2024 Q1	$1.51M	Buy	23,064 +1,408	+7%	+$89.2K	1.11%	27
2023 Q4	$1.31M	Sell	21,656 -832	-4%	-$46.4K	1.13%	29
2023 Q3	$1.17M	Buy	+22,488	New	+$1.22M	1.07%	28
2022 Q4	$869K	Buy	+21,776	New	+$889K	0.89%	35

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

Panoramic Investment Advisors's VGT Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 7.5% in Q2 2026, selling an estimated $200K and leaving 22,689 shares worth $2.71M. The position accounts for 1.3% of the portfolio, ranked #25.

Panoramic Investment Advisors first reported a position in VGT in Q4 2022 and has held it in 12 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Panoramic Investment Advisors held 22,689 shares of Vanguard Information Technology ETF worth $2.71M as of Q2 2026.
Panoramic Investment Advisors sold 1,831 Vanguard Information Technology ETF shares in Q2 2026, an estimated $200K.
Vanguard Information Technology ETF made up 1.3% of Panoramic Investment Advisors's portfolio in Q2 2026, its #25 holding.
Panoramic Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 12 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.