Shepherd Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Shepherd Financial Partners’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	$1.31M	Buy	10,981 +5	+0%	+$547	0.11%	109
2026 Q1	$957K	Hold	10,976	–	–	0.09%	116
2025 Q4	$1.03M	Buy	10,976 +8	+0.1%	+$760	0.1%	113
2025 Q3	$1.02M	Hold	10,968	–	–	0.1%	113
2025 Q2	$909K	Buy	10,968 +8	+0.1%	+$582	0.1%	111
2025 Q1	$743K	Hold	10,960	–	–	0.09%	128
2024 Q4	$852K	Buy	10,960 +8	+0.1%	+$614	0.1%	105
2024 Q3	$803K	Buy	10,952 +8	+0.1%	+$569	0.1%	113
2024 Q2	$789K	Sell	10,944 -16	-0.1%	-$1.06K	0.1%	112
2024 Q1	$717K	Buy	10,960 +24	+0.2%	+$1.52K	0.09%	121
2023 Q4	$662K	Buy	10,936 +8	+0.1%	+$446	0.09%	122
2023 Q3	$567K	Buy	10,928 +8	+0.1%	+$435	0.09%	121
2023 Q2	$603K	Sell	10,920 -144	-1%	-$7.23K	0.09%	116
2023 Q1	$533K	Sell	11,064 -3,200	-22%	-$141K	0.09%	125
2022 Q4	$569K	Buy	14,264 +32	+0.2%	+$1.31K	0.1%	110
2022 Q3	$547K	Sell	14,232 -1,104	-7%	-$48.5K	0.11%	112
2022 Q2	$626K	Hold	15,336	–	–	0.12%	99
2022 Q1	$800K	Sell	15,336 -312	-2%	-$16K	0.14%	98
2021 Q4	$897K	Sell	15,648 -24	-0.2%	-$1.32K	0.16%	89
2021 Q3	$785K	Sell	15,672 -80	-0.5%	-$4.15K	0.15%	93
2021 Q2	$785K	Buy	15,752 +3,624	+30%	+$171K	0.15%	96
2021 Q1	$543K	Sell	12,128 -40	-0.3%	-$1.8K	0.12%	107
2020 Q4	$538K	Buy	12,168 +3,120	+34%	+$128K	0.12%	102
2020 Q3	$352K	Buy	9,048 +688	+8%	+$25.9K	0.08%	112
2020 Q2	$291K	Sell	8,360 -672	-7%	-$21K	0.08%	109
2020 Q1	$240K	Buy	9,032 +16	+0.2%	+$485	0.08%	109
2019 Q4	$276K	Sell	9,016 -1,368	-13%	-$39.2K	0.06%	113
2019 Q3	$280K	Sell	10,384 -520	-5%	-$14K	0.07%	112
2019 Q2	$287K	Sell	10,904 -384	-3%	-$9.9K	0.05%	114
2019 Q1	$283K	Sell	11,288 -3,568	-24%	-$82.9K	0.05%	114
2018 Q4	$311K	Buy	14,856 +32	+0.2%	+$725	0.07%	99
2018 Q3	$337K	Hold	14,824	–	–	0.08%	95
2018 Q2	$339K	Buy	+14,824	New	+$333K	0.08%	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

Shepherd Financial Partners's VGT Position: Q2 2026 in Review

Shepherd Financial Partners increased its Vanguard Information Technology ETF (VGT) stake by 0.05% in Q2 2026, buying an estimated $547 and bringing the position to 10,981 shares worth $1.31M. The position accounts for 0.11% of the portfolio, ranked #109.

Shepherd Financial Partners first reported a position in VGT in Q2 2018 and has held it in 33 quarters since. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Shepherd Financial Partners held 10,981 shares of Vanguard Information Technology ETF worth $1.31M as of Q2 2026.
Shepherd Financial Partners bought 5 Vanguard Information Technology ETF shares in Q2 2026, an estimated $547.
Vanguard Information Technology ETF made up 0.11% of Shepherd Financial Partners's portfolio in Q2 2026, its #109 holding.
Shepherd Financial Partners first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 33 quarters since.
2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.