Private Client Services’s Vanguard Information Technology ETF VGT Stock Holding History

Private Client Services’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	$808K	Sell	6,759 -1	-0%	-$109	0.21%	89
2026 Q1	$589K	Hold	6,760	–	–	0.18%	104
2025 Q4	$637K	Buy	6,760 +56	+0.8%	+$5.32K	0.2%	83
2025 Q3	$626K	Sell	6,704 -80	-1%	-$6.99K	0.21%	87
2025 Q2	$563K	Buy	6,784 +448	+7%	+$32.6K	0.22%	95
2025 Q1	$430K	Sell	6,336 -8	-0.1%	-$603	0.21%	103
2024 Q4	$493K	Buy	6,344 +80	+1%	+$6.14K	0.27%	85
2024 Q3	$459K	Sell	6,264 -672	-10%	-$47.8K	0.25%	84
2024 Q2	$500K	Hold	6,936	–	–	0.31%	69
2024 Q1	$455K	Sell	6,936 -616	-8%	-$39K	0.31%	73
2023 Q4	$457K	Buy	+7,552	New	+$421K	0.38%	82

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 Client Services's VGT Position: Q2 2026 in Review

Private Client Services reduced its Vanguard Information Technology ETF (VGT) stake by 0.01% in Q2 2026, selling an estimated $109 and leaving 6,759 shares worth $808K. The position accounts for 0.21% of the portfolio, ranked #89.

Private Client Services first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Private Client Services held 6,759 shares of Vanguard Information Technology ETF worth $808K as of Q2 2026.
Private Client Services sold 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
Vanguard Information Technology ETF made up 0.21% of Private Client Services's portfolio in Q2 2026, its #89 holding.
Private Client Services first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.