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Robertson Stephens Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Robertson Stephens Wealth Management’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 		$26M Sell
217,178
-55,294
-20% -$6.05M 0.64% 28
2026
Q1 		$23.8M Sell
272,472
-2,176
-0.8% -$200K 0.67% 29
2025
Q4 		$25.9M Sell
274,648
-2,720
-1% -$258K 0.67% 27
2025
Q3 		$25.9M Sell
277,368
-1,568
-0.6% -$137K 0.78% 23
2025
Q2 		$23.1M Sell
278,936
-2,440
-0.9% -$177K 0.74% 27
2025
Q1 		$19.1M Buy
281,376
+8,696
+3% +$655K 0.66% 30
2024
Q4 		$21.2M Sell
272,680
-13,864
-5% -$1.06M 0.75% 27
2024
Q3 		$21M Buy
286,544
+218,144
+319% +$15.5M 0.76% 28
2024
Q2 		$4.94M Sell
68,400
-992
-1% -$65.9K 0.25% 75
2024
Q1 		$4.55M Buy
69,392
+46,376
+201% +$2.94M 0.24% 72
2023
Q4 		$1.39M Buy
23,016
+3,384
+17% +$189K 0.08% 185
2023
Q3 		$1.02M Sell
19,632
-3,192
-14% -$174K 0.07% 204
2023
Q2 		$1.26M Sell
22,824
-21,400
-48% -$1.07M 0.09% 171
2023
Q1 		$2.13M Sell
44,224
-1,320
-3% -$58.4K 0.16% 118
2022
Q4 		$1.82M Buy
45,544
+35,440
+351% +$1.45M 0.18% 118
2022
Q3 		$389K Buy
10,104
+960
+10% +$42.2K 0.04% 246
2022
Q2 		$373K Sell
9,144
-800
-8% -$36K 0.04% 275
2022
Q1 		$517K Sell
9,944
-4,616
-32% -$237K 0.04% 247
2021
Q4 		$834K Buy
14,560
+1,432
+11% +$78.6K 0.07% 203
2021
Q3 		$659K Buy
13,128
+160
+1% +$8.29K 0.07% 169
2021
Q2 		$646K Buy
12,968
+16
+0.1% +$755 0.08% 176
2021
Q1 		$580K Buy
12,952
+4,592
+55% +$207K 0.09% 163
2020
Q4 		$369K Sell
8,360
-3,600
-30% -$148K 0.08% 165
2020
Q3 		$465K Buy
+11,960
New +$450K 0.11% 143

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Robertson Stephens Wealth Management's VGT Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 20% in Q2 2026, selling an estimated $6.05M and leaving 217,178 shares worth $26M. The position accounts for 0.64% of the portfolio, ranked #28.

Robertson Stephens Wealth Management first reported a position in VGT in Q3 2020 and has held it in 24 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Robertson Stephens Wealth Management held 217,178 shares of Vanguard Information Technology ETF worth $26M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 55,294 Vanguard Information Technology ETF shares in Q2 2026, an estimated $6.05M.
  • Vanguard Information Technology ETF made up 0.64% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.