Sound Stewardship’s Vanguard Information Technology ETF VGT Stock Holding History

Sound Stewardship’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	$7.59M	Sell	63,518 -1,210	-2%	-$132K	3.13%	16
2026 Q1	$5.65M	Buy	64,728 +1,520	+2%	+$140K	2.59%	17
2025 Q4	$5.96M	Sell	63,208 -5,288	-8%	-$502K	2.85%	16
2025 Q3	$6.39M	Sell	68,496 -912	-1%	-$79.7K	3.07%	14
2025 Q2	$5.75M	Buy	69,408 +4,312	+7%	+$314K	2.97%	13
2025 Q1	$4.41M	Sell	65,096 -2,664	-4%	-$201K	2.51%	17
2024 Q4	$5.27M	Sell	67,760 -1,312	-2%	-$101K	3.13%	13
2024 Q3	$5.06M	Sell	69,072 -816	-1%	-$58K	2.84%	16
2024 Q2	$5.04M	Sell	69,888 -504	-0.7%	-$33.5K	3.06%	13
2024 Q1	$4.61M	Sell	70,392 -4,432	-6%	-$281K	2.8%	16
2023 Q4	$4.53M	Sell	74,824 -976	-1%	-$54.4K	3%	12
2023 Q3	$3.93M	Sell	75,800 -2,984	-4%	-$162K	2.64%	15
2023 Q2	$4.35M	Sell	78,784 -2,560	-3%	-$129K	2.87%	12
2023 Q1	$3.92M	Buy	81,344 +2,472	+3%	+$109K	2.64%	16
2022 Q4	$3.15M	Buy	+78,872	New	+$3.22M	2.33%	18

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

Sound Stewardship's VGT Position: Q2 2026 in Review

Sound Stewardship reduced its Vanguard Information Technology ETF (VGT) stake by 1.9% in Q2 2026, selling an estimated $132K and leaving 63,518 shares worth $7.59M. The position accounts for 3.13% of the portfolio, ranked #16.

Sound Stewardship first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Sound Stewardship held 63,518 shares of Vanguard Information Technology ETF worth $7.59M as of Q2 2026.
Sound Stewardship sold 1,210 Vanguard Information Technology ETF shares in Q2 2026, an estimated $132K.
Vanguard Information Technology ETF made up 3.13% of Sound Stewardship's portfolio in Q2 2026, its #16 holding.
Sound Stewardship first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.