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Patriot Financial Group Insurance Agency’s Vanguard Information Technology ETF VGT Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.83M Sell
15,282
-11,998
-44% -$1.31M 0.19% 136
2026
Q1 		$2.38M Buy
27,280
+14,952
+121% +$1.38M 0.13% 185
2025
Q4 		$1.16M Sell
12,328
-784
-6% -$74.5K 0.14% 186
2025
Q3 		$1.22M Buy
13,112
+688
+6% +$60.1K 0.16% 170
2025
Q2 		$1.03M Buy
12,424
+1,496
+14% +$109K 0.12% 204
2025
Q1 		$741K Buy
10,928
+1,272
+13% +$95.8K 0.1% 227
2024
Q4 		$750K Buy
9,656
+1,824
+23% +$140K 0.1% 218
2024
Q3 		$574K Sell
7,832
-1,792
-19% -$127K 0.08% 269
2024
Q2 		$694K Buy
9,624
+672
+8% +$44.7K 0.1% 217
2024
Q1 		$587K Buy
8,952
+1,400
+19% +$88.7K 0.09% 239
2023
Q4 		$457K Buy
7,552
+1,224
+19% +$68.2K 0.09% 261
2023
Q3 		$328K Sell
6,328
-56
-0.9% -$3.04K 0.07% 313
2023
Q2 		$353K Buy
6,384
+1,416
+29% +$71.1K 0.07% 304
2023
Q1 		$239K Sell
4,968
-344
-6% -$15.2K 0.05% 384
2022
Q4 		$212K Buy
+5,312
New +$217K 0.03% 386
2022
Q3 		– Sell
-4,304
Closed -$176K – 1885
2022
Q2 		$176K Buy
4,304
+64
+2% +$2.88K 0.04% 406
2022
Q1 		$221K Buy
4,240
+528
+14% +$27.1K 0.04% 395
2021
Q4 		$212K Sell
3,712
-4,648
-56% -$255K 0.04% 430
2021
Q3 		$419K Hold
8,360
– – 0.07% 273
2021
Q2 		$417K Hold
8,360
– – 0.08% 267
2021
Q1 		$374K Sell
8,360
-224
-3% -$10.1K 0.09% 243
2020
Q4 		$380K Buy
8,584
+5,704
+198% +$235K 0.1% 218
2020
Q3 		$112K Hold
2,880
– – 0.04% 370
2020
Q2 		$100K Sell
2,880
-4,096
-59% -$128K 0.04% 340
2020
Q1 		$185K Buy
6,976
+304
+5% +$9.21K 0.08% 224
2019
Q4 		$204K Buy
6,672
+176
+3% +$5.04K 0.08% 224
2019
Q3 		$175K Buy
6,496
+392
+6% +$10.6K 0.08% 223
2019
Q2 		$164K Buy
6,104
+224
+4% +$5.78K 0.07% 220
2019
Q1 		$147K Sell
5,880
-72
-1% -$1.67K 0.08% 209
2018
Q4 		$124K Sell
5,952
-784
-12% -$17.8K 0.08% 181
2018
Q3 		$171K Buy
6,736
+2,248
+50% +$54.7K 0.1% 139
2018
Q2 		$102K Sell
4,488
-6,056
-57% -$136K 0.11% 114
2018
Q1 		$220K Buy
10,544
+472
+5% +$10.3K 0.16% 123
2017
Q4 		$214K Buy
10,072
+1,600
+19% +$32.4K 0.16% 118
2017
Q3 		$164K Buy
8,472
+2,824
+50% +$52.3K 0.15% 125
2017
Q2 		$101K Buy
5,648
+944
+20% +$16.6K 0.11% 158
2017
Q1 		$79K Buy
4,704
+1,176
+33% +$19.2K 0.08% 173
2016
Q4 		$55K Buy
+3,528
New +$53.2K 0.08% 204

Other funds holding VGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VGT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Information Technology ETF (VGT) stake by 44% in Q2 2026, selling an estimated $1.31M and leaving 15,282 shares worth $1.83M. The position accounts for 0.19% of the portfolio, ranked #136.

Patriot Financial Group Insurance Agency first reported a position in VGT in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.38M in Q1 2026. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 15,282 shares of Vanguard Information Technology ETF worth $1.83M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 11,998 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.31M.
  • Vanguard Information Technology ETF made up 0.19% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #136 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 38 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard Information Technology ETF position peaked at $2.38M in Q1 2026.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.