Safeguard Investment Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Safeguard Investment Advisory Group’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	$767K	Buy	6,415 +135	+2%	+$14.8K	0.18%	63
2026 Q1	$547K	Sell	6,280 -968	-13%	-$89.1K	0.15%	67
2025 Q4	$683K	Sell	7,248 -2,616	-27%	-$249K	0.17%	54
2025 Q3	$921K	Sell	9,864 -11,320	-53%	-$989K	0.23%	47
2025 Q2	$1.76M	Buy	21,184 +88	+0.4%	+$6.4K	0.44%	27
2025 Q1	$1.43M	Buy	21,096 +9,840	+87%	+$741K	0.39%	31
2024 Q4	$875K	Buy	11,256 +5,936	+112%	+$456K	0.24%	41
2024 Q3	$390K	Buy	5,320 +2,400	+82%	+$171K	0.11%	70
2024 Q2	$210K	Buy	+2,920	New	+$194K	0.07%	99
2021 Q1	–	Sell	-3,336	Closed	-$147K	–	691
2020 Q4	$147K	Buy	+3,336	New	+$137K	0.13%	94

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

Safeguard Investment Advisory Group's VGT Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Vanguard Information Technology ETF (VGT) stake by 2.1% in Q2 2026, buying an estimated $14.8K and bringing the position to 6,415 shares worth $767K. The position accounts for 0.18% of the portfolio, ranked #63.

Safeguard Investment Advisory Group first reported a position in VGT in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.76M in Q2 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Safeguard Investment Advisory Group held 6,415 shares of Vanguard Information Technology ETF worth $767K as of Q2 2026.
Safeguard Investment Advisory Group bought 135 Vanguard Information Technology ETF shares in Q2 2026, an estimated $14.8K.
Vanguard Information Technology ETF made up 0.18% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #63 holding.
Safeguard Investment Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 10 quarters since.
Safeguard Investment Advisory Group's Vanguard Information Technology ETF position peaked at $1.76M in Q2 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.