Private Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Private Advisory Group’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	$347K	Buy	+2,900	New	+$318K	0.02%	247
2019 Q2	–	Sell	-10,744	Closed	-$224K	–	151
2019 Q1	$224K	Hold	10,744	–	–	0.13%	117
2018 Q4	$224K	Sell	10,744 -2,352	-18%	-$53.3K	0.13%	117
2018 Q3	$314K	Sell	13,096 -2,144	-14%	-$52.1K	0.16%	103
2018 Q2	$346K	Buy	+15,240	New	+$342K	0.17%	111

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

Private Advisory Group's VGT Position: Q2 2026 in Review

Private Advisory Group opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,900 shares worth $347K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in VGT as recently as Q1 2019.

Private Advisory Group first reported a position in VGT in Q2 2018 and has held it in 5 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Private Advisory Group held 2,900 shares of Vanguard Information Technology ETF worth $347K as of Q2 2026.
Vanguard Information Technology ETF was a new Private Advisory Group position in Q2 2026.
Vanguard Information Technology ETF made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #247 holding.
Private Advisory Group first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 5 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.