Southland Equity Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Southland Equity 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	$1.26M	Buy	10,552 +16	+0.2%	+$1.75K	0.22%	84
2026 Q1	$919K	Buy	10,536 +256	+2%	+$23.6K	0.18%	98
2025 Q4	$969K	Buy	10,280 +432	+4%	+$41K	0.19%	95
2025 Q3	$919K	Hold	9,848	–	–	0.19%	94
2025 Q2	$816K	Hold	9,848	–	–	0.18%	96
2025 Q1	$668K	Sell	9,848 -240	-2%	-$18.1K	0.16%	99
2024 Q4	$784K	Buy	10,088 +7,184	+247%	+$552K	0.18%	93
2024 Q3	$213K	Sell	2,904 -424	-13%	-$30.1K	0.05%	213
2024 Q2	$240K	Hold	3,328	–	–	0.07%	185
2024 Q1	$218K	Buy	3,328 +16	+0.5%	+$1.01K	0.06%	197
2023 Q4	$200K	Buy	+3,312	New	+$185K	0.06%	191
2023 Q3	–	Sell	-3,904	Closed	-$216K	–	190
2023 Q2	$216K	Buy	+3,904	New	+$196K	0.07%	173
2021 Q2	–	Sell	-11,376	Closed	-$510K	–	167
2021 Q1	$510K	Sell	11,376 -144	-1%	-$6.48K	0.29%	70
2020 Q4	$509K	Buy	+11,520	New	+$474K	0.34%	64

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

Southland Equity Partners's VGT Position: Q2 2026 in Review

Southland Equity Partners increased its Vanguard Information Technology ETF (VGT) stake by 0.15% in Q2 2026, buying an estimated $1.75K and bringing the position to 10,552 shares worth $1.26M. The position accounts for 0.22% of the portfolio, ranked #84.

Southland Equity Partners first reported a position in VGT in Q4 2020 and has held it in 14 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Southland Equity Partners held 10,552 shares of Vanguard Information Technology ETF worth $1.26M as of Q2 2026.
Southland Equity Partners bought 16 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.75K.
Vanguard Information Technology ETF made up 0.22% of Southland Equity Partners's portfolio in Q2 2026, its #84 holding.
Southland Equity Partners first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 14 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.