Richmond Investment Services’s Vanguard Information Technology ETF VGT Stock Holding History

Richmond Investment 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	$270K	Sell	2,262 -7,426	-77%	-$813K	0.09%	117
2026 Q1	$845K	Buy	9,688 +1,240	+15%	+$114K	0.14%	104
2025 Q4	$796K	Sell	8,448 -296	-3%	-$28.1K	0.14%	98
2025 Q3	$816K	Buy	8,744 +336	+4%	+$29.4K	0.15%	97
2025 Q2	$697K	Buy	+8,408	New	+$611K	0.15%	97

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

Richmond Investment Services's VGT Position: Q2 2026 in Review

Richmond Investment Services reduced its Vanguard Information Technology ETF (VGT) stake by 77% in Q2 2026, selling an estimated $813K and leaving 2,262 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #117.

Richmond Investment Services first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. The position peaked at $845K in Q1 2026. 2,193 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Richmond Investment Services held 2,262 shares of Vanguard Information Technology ETF worth $270K as of Q2 2026.
Richmond Investment Services sold 7,426 Vanguard Information Technology ETF shares in Q2 2026, an estimated $813K.
Vanguard Information Technology ETF made up 0.09% of Richmond Investment Services's portfolio in Q2 2026, its #117 holding.
Richmond Investment Services first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
Richmond Investment Services's Vanguard Information Technology ETF position peaked at $845K in Q1 2026.
2,193 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.