SFG
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Sovereign Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Sovereign Financial Group’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 		$2.67M Sell
22,341
-403
-2% -$44.1K 0.41% 37
2026
Q1 		$1.98M Buy
22,744
+2,040
+10% +$188K 0.34% 48
2025
Q4 		$1.95M Buy
20,704
+1,408
+7% +$134K 0.34% 54
2025
Q3 		$1.8M Sell
19,296
-24
-0.1% -$2.1K 0.34% 58
2025
Q2 		$1.6M Buy
19,320
+3,200
+20% +$233K 0.33% 59
2025
Q1 		$1.09M Hold
16,120
– – 0.25% 78
2024
Q4 		$1.25M Buy
16,120
+136
+0.9% +$10.4K 0.29% 69
2024
Q3 		$1.17M Sell
15,984
-464
-3% -$33K 0.27% 74
2024
Q2 		$1.19M Hold
16,448
– – 0.3% 68
2024
Q1 		$1.08M Buy
16,448
+408
+3% +$25.9K 0.29% 71
2023
Q4 		$971K Buy
16,040
+9,576
+148% +$534K 0.3% 73
2023
Q3 		$335K Sell
6,464
-4,120
-39% -$224K 0.12% 163
2023
Q2 		$585K Buy
10,584
+72
+0.7% +$3.62K 0.19% 123
2023
Q1 		$507K Buy
10,512
+1,496
+17% +$66.1K 0.19% 129
2022
Q4 		$360K Buy
9,016
+3,480
+63% +$142K 0.14% 150
2022
Q3 		$213K Hold
5,536
– – 0.09% 187
2022
Q2 		$226K Hold
5,536
– – 0.09% 185
2022
Q1 		$288K Buy
+5,536
New +$284K 0.11% 178

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

Sovereign Financial Group's VGT Position: Q2 2026 in Review

Sovereign Financial Group reduced its Vanguard Information Technology ETF (VGT) stake by 1.8% in Q2 2026, selling an estimated $44.1K and leaving 22,341 shares worth $2.67M. The position accounts for 0.41% of the portfolio, ranked #37.

Sovereign Financial Group first reported a position in VGT in Q1 2022 and has held it in 18 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Sovereign Financial Group held 22,341 shares of Vanguard Information Technology ETF worth $2.67M as of Q2 2026.
  • Sovereign Financial Group sold 403 Vanguard Information Technology ETF shares in Q2 2026, an estimated $44.1K.
  • Vanguard Information Technology ETF made up 0.41% of Sovereign Financial Group's portfolio in Q2 2026, its #37 holding.
  • Sovereign Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.