SFMG Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

SFMG Wealth Advisors’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	$669K	Sell	5,597 -659	-11%	-$72.2K	0.04%	157
2026 Q1	$546K	Buy	6,256 +240	+4%	+$22.1K	0.04%	178
2025 Q4	$567K	Buy	6,016 +160	+3%	+$15.2K	0.04%	170
2025 Q3	$547K	Buy	5,856 +160	+3%	+$14K	0.04%	161
2025 Q2	$472K	Hold	5,696	–	–	0.04%	162
2025 Q1	$386K	Buy	5,696 +16	+0.3%	+$1.21K	0.03%	171
2024 Q4	$441K	Buy	5,680 +80	+1%	+$6.14K	0.03%	161
2024 Q3	$411K	Buy	5,600 +152	+3%	+$10.8K	0.03%	167
2024 Q2	$393K	Hold	5,448	–	–	0.03%	167
2024 Q1	$357K	Buy	5,448 +8	+0.1%	+$507	0.03%	181
2023 Q4	$329K	Sell	5,440 -400	-7%	-$22.3K	0.03%	181
2023 Q3	$303K	Buy	5,840 +272	+5%	+$14.8K	0.03%	178
2023 Q2	$308K	Hold	5,568	–	–	0.03%	176
2023 Q1	$268K	Hold	5,568	–	–	0.03%	194
2022 Q4	$222K	Hold	5,568	–	–	0.02%	217
2022 Q3	$210K	Sell	5,568 -56	-1%	-$2.46K	0.02%	214
2022 Q2	$230K	Hold	5,624	–	–	0.03%	214
2022 Q1	$293K	Hold	5,624	–	–	0.03%	204
2021 Q4	$322K	Buy	5,624 +1,168	+26%	+$64.1K	0.03%	193
2021 Q3	$224K	Hold	4,456	–	–	0.02%	224
2021 Q2	$222K	Buy	+4,456	New	+$210K	0.02%	226

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

SFMG Wealth Advisors's VGT Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q2 2026, selling an estimated $72.2K and leaving 5,597 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #157.

SFMG Wealth Advisors first reported a position in VGT in Q2 2021 and has held it in 21 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

SFMG Wealth Advisors held 5,597 shares of Vanguard Information Technology ETF worth $669K as of Q2 2026.
SFMG Wealth Advisors sold 659 Vanguard Information Technology ETF shares in Q2 2026, an estimated $72.2K.
Vanguard Information Technology ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #157 holding.
SFMG Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 21 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.