S&A Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

S&A Financial 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	$9.81M	Sell	82,055 -3,305	-4%	-$362K	5.99%	3
2026 Q1	$7.44M	Buy	+85,360	New	+$7.86M	5.11%	4

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

S&A Financial Services's VGT Position: Q2 2026 in Review

S&A Financial Services reduced its Vanguard Information Technology ETF (VGT) stake by 3.9% in Q2 2026, selling an estimated $362K and leaving 82,055 shares worth $9.81M. The position accounts for 5.99% of the portfolio, ranked #3.

S&A Financial Services first reported a position in VGT in Q1 2026 and has held it in 2 quarters since. 2,179 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

S&A Financial Services held 82,055 shares of Vanguard Information Technology ETF worth $9.81M as of Q2 2026.
S&A Financial Services sold 3,305 Vanguard Information Technology ETF shares in Q2 2026, an estimated $362K.
Vanguard Information Technology ETF made up 5.99% of S&A Financial Services's portfolio in Q2 2026, its #3 holding.
S&A Financial Services first reported a position in Vanguard Information Technology ETF in Q1 2026 and has held it in 2 quarters since.
2,179 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.