Quantum Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Quantum Financial 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	$1.77M	Buy	14,832 +11,128	+300%	+$1.22M	0.18%	59
2026 Q1	$323K	Sell	3,704 -18,240	-83%	-$1.68M	0.04%	152
2025 Q4	$2.07M	Hold	21,944	–	–	0.23%	55
2025 Q3	$2.05M	Hold	21,944	–	–	0.25%	55
2025 Q2	$1.82M	Buy	+21,944	New	+$1.6M	0.25%	55

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

Quantum Financial Advisors's VGT Position: Q2 2026 in Review

Quantum Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 300% in Q2 2026, buying an estimated $1.22M and bringing the position to 14,832 shares worth $1.77M. The position accounts for 0.18% of the portfolio, ranked #59.

Quantum Financial Advisors first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.07M in Q4 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Quantum Financial Advisors held 14,832 shares of Vanguard Information Technology ETF worth $1.77M as of Q2 2026.
Quantum Financial Advisors bought 11,128 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.22M.
Vanguard Information Technology ETF made up 0.18% of Quantum Financial Advisors's portfolio in Q2 2026, its #59 holding.
Quantum Financial Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
Quantum Financial Advisors's Vanguard Information Technology ETF position peaked at $2.07M in Q4 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.