Squire Investment Management Company’s Vanguard Information Technology ETF VGT Stock Holding History

Squire Investment Management Company’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	$918K	Sell	7,685 -3	-0%	-$328	0.22%	49
2026 Q1	$670K	Sell	7,688 -40	-0.5%	-$3.68K	0.19%	49
2025 Q4	$728K	Hold	7,728	–	–	0.22%	49
2025 Q3	$721K	Hold	7,728	–	–	0.23%	48
2025 Q2	$641K	Hold	7,728	–	–	0.24%	47
2025 Q1	$524K	Hold	7,728	–	–	0.22%	46
2024 Q4	$600K	Buy	7,728 +1,288	+20%	+$98.9K	0.26%	46
2024 Q3	$472K	Hold	6,440	–	–	0.22%	48
2024 Q2	$464K	Hold	6,440	–	–	0.26%	43
2024 Q1	$422K	Hold	6,440	–	–	0.27%	43
2023 Q4	$390K	Buy	+6,440	New	+$359K	0.32%	41

Other funds holding VGT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Copos Capital Luxembourg $740M AUM

Squire Investment Management Company's VGT Position: Q2 2026 in Review

Squire Investment Management Company reduced its Vanguard Information Technology ETF (VGT) stake by 0.04% in Q2 2026, selling an estimated $328 and leaving 7,685 shares worth $918K. The position accounts for 0.22% of the portfolio, ranked #49.

Squire Investment Management Company first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 1,824 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Squire Investment Management Company held 7,685 shares of Vanguard Information Technology ETF worth $918K as of Q2 2026.
Squire Investment Management Company sold 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
Vanguard Information Technology ETF made up 0.22% of Squire Investment Management Company's portfolio in Q2 2026, its #49 holding.
Squire Investment Management Company first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,824 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.