Roxbury Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Roxbury 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	$153K	Buy	1,281 +1	+0.1%	+$109	0.12%	120
2026 Q1	$112K	Hold	1,280	–	–	0.1%	132
2025 Q4	$121K	Sell	1,280 -40	-3%	-$3.8K	0.11%	121
2025 Q3	$123K	Hold	1,320	–	–	0.11%	117
2025 Q2	$109K	Hold	1,320	–	–	0.11%	119
2025 Q1	$98.7K	Sell	1,320 -56	-4%	-$4.22K	0.1%	125
2024 Q4	$108K	Buy	+1,376	New	+$106K	0.1%	112

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Roxbury Financial's VGT Position: Q2 2026 in Review

Roxbury Financial increased its Vanguard Information Technology ETF (VGT) stake by 0.08% in Q2 2026, buying an estimated $109 and bringing the position to 1,281 shares worth $153K. The position accounts for 0.12% of the portfolio, ranked #120.

Roxbury Financial first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 772 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Roxbury Financial held 1,281 shares of Vanguard Information Technology ETF worth $153K as of Q2 2026.
Roxbury Financial bought 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
Vanguard Information Technology ETF made up 0.12% of Roxbury Financial's portfolio in Q2 2026, its #120 holding.
Roxbury Financial first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.