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Silver Oak Securities’s Vanguard Information Technology ETF VGT Stock Holding History

Silver Oak Securities’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 		$759K Sell
6,346
-190
-3% -$20.8K 0.05% 352
2026
Q1 		$570K Sell
6,536
-17,752
-73% -$1.63M 0.04% 390
2025
Q4 		$2.31M Buy
24,288
+960
+4% +$91.2K 0.16% 138
2025
Q3 		$2.18M Sell
23,328
-4,856
-17% -$424K 0.16% 134
2025
Q2 		$2.34M Sell
28,184
-1,312
-4% -$95.4K 0.19% 122
2025
Q1 		$2M Buy
29,496
+1,296
+5% +$97.6K 0.18% 126
2024
Q4 		$2.21M Buy
28,200
+624
+2% +$47.9K 0.21% 110
2024
Q3 		$2.02M Buy
27,576
+10,008
+57% +$711K 0.21% 107
2024
Q2 		$1.27M Sell
17,568
-376
-2% -$25K 0.19% 115
2024
Q1 		$1.18M Sell
17,944
-9,496
-35% -$602K 0.18% 124
2023
Q4 		$1.66M Buy
27,440
+10,384
+61% +$579K 0.22% 101
2023
Q3 		$885K Sell
17,056
-6,968
-29% -$379K 0.19% 98
2023
Q2 		$1.33M Buy
24,024
+7,520
+46% +$378K 0.21% 100
2023
Q1 		$795K Buy
16,504
+5,880
+55% +$260K 0.13% 138
2022
Q4 		$424K Sell
10,624
-6,432
-38% -$262K 0.08% 178
2022
Q3 		$885K Buy
17,056
+9,224
+118% +$406K 0.19% 98
2022
Q2 		$345K Buy
7,832
+1,872
+31% +$84.3K 0.08% 182
2022
Q1 		$295K Buy
+5,960
New +$306K 0.06% 234

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Silver Oak Securities's VGT Position: Q2 2026 in Review

Silver Oak Securities reduced its Vanguard Information Technology ETF (VGT) stake by 2.9% in Q2 2026, selling an estimated $20.8K and leaving 6,346 shares worth $759K. The position accounts for 0.05% of the portfolio, ranked #352.

Silver Oak Securities first reported a position in VGT in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.34M in Q2 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Silver Oak Securities held 6,346 shares of Vanguard Information Technology ETF worth $759K as of Q2 2026.
  • Silver Oak Securities sold 190 Vanguard Information Technology ETF shares in Q2 2026, an estimated $20.8K.
  • Vanguard Information Technology ETF made up 0.05% of Silver Oak Securities's portfolio in Q2 2026, its #352 holding.
  • Silver Oak Securities first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's Vanguard Information Technology ETF position peaked at $2.34M in Q2 2025.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.