Red Mountain Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Red Mountain Financial’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	$861K	Sell	7,201 -111	-2%	-$12.2K	0.72%	37
2026 Q1	$638K	Buy	7,312 +216	+3%	+$19.9K	0.6%	37
2025 Q4	$669K	Buy	7,096 +696	+11%	+$66.1K	0.66%	35
2025 Q3	$597K	Sell	6,400 -48	-0.7%	-$4.19K	0.61%	38
2025 Q2	$535K	Sell	6,448 -1,336	-17%	-$97.1K	0.59%	36
2025 Q1	$528K	Buy	7,784 +944	+14%	+$71.1K	0.64%	35
2024 Q4	$531K	Buy	6,840 +2,056	+43%	+$158K	0.57%	34
2024 Q3	$351K	Sell	4,784 -8	-0.2%	-$569	0.37%	44
2024 Q2	$345K	Buy	+4,792	New	+$319K	0.42%	42

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

Red Mountain Financial's VGT Position: Q2 2026 in Review

Red Mountain Financial reduced its Vanguard Information Technology ETF (VGT) stake by 1.5% in Q2 2026, selling an estimated $12.2K and leaving 7,201 shares worth $861K. The position accounts for 0.72% of the portfolio, ranked #37.

Red Mountain Financial first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Red Mountain Financial held 7,201 shares of Vanguard Information Technology ETF worth $861K as of Q2 2026.
Red Mountain Financial sold 111 Vanguard Information Technology ETF shares in Q2 2026, an estimated $12.2K.
Vanguard Information Technology ETF made up 0.72% of Red Mountain Financial's portfolio in Q2 2026, its #37 holding.
Red Mountain Financial first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.