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

Perennial 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 		$13.6M Buy
113,963
+1,771
+2% +$194K 0.91% 21
2026
Q1 		$9.79M Buy
112,192
+2,200
+2% +$203K 0.78% 26
2025
Q4 		$10.4M Sell
109,992
-896
-0.8% -$85.1K 0.82% 23
2025
Q3 		$10.4M Sell
110,888
-2,312
-2% -$202K 0.85% 22
2025
Q2 		$9.39M Buy
113,200
+2,736
+2% +$199K 0.91% 23
2025
Q1 		$7.49M Buy
110,464
+432
+0.4% +$32.5K 0.84% 27
2024
Q4 		$8.55M Sell
110,032
-14,432
-12% -$1.11M 1.01% 26
2024
Q3 		$9.13M Sell
124,464
-4,864
-4% -$346K 1.18% 17
2024
Q2 		$9.32M Buy
129,328
+18,704
+17% +$1.24M 1.33% 15
2024
Q1 		$7.25M Buy
110,624
+3,000
+3% +$190K 1.1% 19
2023
Q4 		$6.51M Buy
107,624
+3,440
+3% +$192K 1.08% 20
2023
Q3 		$5.4M Buy
104,184
+408
+0.4% +$22.2K 0.98% 20
2023
Q2 		$5.74M Buy
103,776
+1,576
+2% +$79.1K 1.01% 19
2023
Q1 		$4.92M Buy
102,200
+7,616
+8% +$337K 0.92% 21
2022
Q4 		$3.78M Buy
94,584
+9,072
+11% +$370K 1.54% 10
2022
Q3 		$3.29M Buy
85,512
+43,568
+104% +$1.92M 1.49% 11
2022
Q2 		$1.71M Sell
41,944
-440
-1% -$19.8K 0.67% 30
2022
Q1 		$2.21M Sell
42,384
-4,040
-9% -$207K 0.7% 28
2021
Q4 		$2.66M Buy
46,424
+14,848
+47% +$815K 0.83% 22
2021
Q3 		$1.58M Buy
31,576
+1,560
+5% +$80.9K 0.56% 33
2021
Q2 		$1.5M Sell
30,016
-1,096
-4% -$51.7K 0.55% 35
2021
Q1 		$1.39M Sell
31,112
-8,216
-21% -$370K 0.55% 39
2020
Q4 		$1.74M Buy
39,328
+4,408
+13% +$181K 0.74% 28
2020
Q3 		$1.36M Buy
+34,920
New +$1.31M 0.68% 26

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

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

Perennial Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q2 2026, buying an estimated $194K and bringing the position to 113,963 shares worth $13.6M. The position accounts for 0.91% of the portfolio, ranked #21.

Perennial Investment Advisors first reported a position in VGT in Q3 2020 and has held it in 24 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Perennial Investment Advisors held 113,963 shares of Vanguard Information Technology ETF worth $13.6M as of Q2 2026.
  • Perennial Investment Advisors bought 1,771 Vanguard Information Technology ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Information Technology ETF made up 0.91% of Perennial Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.