Stage Harbor Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Stage Harbor Financial’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	$287K	Hold	2,400	–	–	0.17%	55
2026 Q1	$209K	Buy	+2,400	New	+$221K	0.14%	59

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

Stage Harbor Financial's VGT Position: Q2 2026 in Review

Stage Harbor Financial held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,400 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #55.

Stage Harbor Financial first reported a position in VGT in Q1 2026 and has held it in 2 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Stage Harbor Financial held 2,400 shares of Vanguard Information Technology ETF worth $287K as of Q2 2026.
Stage Harbor Financial left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.17% of Stage Harbor Financial's portfolio in Q2 2026, its #55 holding.
Stage Harbor Financial first reported a position in Vanguard Information Technology ETF in Q1 2026 and has held it in 2 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.