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Sowell Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Sowell Financial Services’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 		$3.06M Sell
25,609
-199
-0.8% -$21.8K 0.1% 214
2026
Q1 		$2.25M Buy
25,808
+10,856
+73% +$1,000K 0.08% 261
2025
Q4 		$1.41M Buy
14,952
+1,792
+14% +$170K 0.05% 353
2025
Q3 		$1.23M Sell
13,160
-152
-1% -$13.3K 0.05% 377
2025
Q2 		$1.1M Buy
13,312
+1,456
+12% +$106K 0.05% 383
2025
Q1 		$804K Buy
+11,856
New +$893K 0.04% 452
2023
Q2 		– Sell
-28,744
Closed -$1.39M – 824
2023
Q1 		$1.39M Buy
+28,744
New +$1.27M 0.11% 233
2021
Q2 		– Sell
-55,424
Closed -$2.56M – 2654
2021
Q1 		$2.56M Buy
55,424
+4,248
+8% +$191K 0.09% 204
2020
Q4 		$2.26M Buy
51,176
+2,608
+5% +$107K 0.1% 188
2020
Q3 		$1.89M Sell
48,568
-1,136
-2% -$42.8K 0.09% 188
2020
Q2 		$1.73M Buy
49,704
+2,904
+6% +$90.6K 0.1% 193
2020
Q1 		$1.24M Sell
46,800
-8,408
-15% -$255K 0.09% 221
2019
Q4 		$1.69M Buy
55,208
+7,528
+16% +$215K 0.13% 177
2019
Q3 		$1.28M Buy
+47,680
New +$1.28M 0.11% 205
2019
Q1 		$1.09M Sell
43,528
-3,088
-7% -$71.7K 0.12% 181
2018
Q4 		$972K Buy
+46,616
New +$1.06M 0.14% 166
2018
Q3 		– Sell
-9,136
Closed -$220K – 452
2018
Q2 		$220K Sell
9,136
-4,944
-35% -$111K 0.05% 257
2018
Q1 		$305K Buy
+14,080
New +$307K 0.08% 212
2017
Q3 		– Sell
-14,776
Closed -$274K – 283
2017
Q2 		$274K Buy
+14,776
New +$260K 0.08% 202
2017
Q1 		– Sell
-1,600
Closed -$26K – 555
2016
Q4 		$26K Buy
+1,600
New +$24.1K 0.01% 399

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

Sowell Financial Services's VGT Position: Q2 2026 in Review

Sowell Financial Services reduced its Vanguard Information Technology ETF (VGT) stake by 0.77% in Q2 2026, selling an estimated $21.8K and leaving 25,609 shares worth $3.06M. The position accounts for 0.1% of the portfolio, ranked #214.

Sowell Financial Services first reported a position in VGT in Q4 2016 and has held it in 20 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Sowell Financial Services held 25,609 shares of Vanguard Information Technology ETF worth $3.06M as of Q2 2026.
  • Sowell Financial Services sold 199 Vanguard Information Technology ETF shares in Q2 2026, an estimated $21.8K.
  • Vanguard Information Technology ETF made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #214 holding.
  • Sowell Financial Services first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 20 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.