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Steel Grove Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Steel Grove Capital Advisors’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 		$5.85M Buy
48,925
+5,669
+13% +$621K 0.55% 20
2026
Q1 		$3.77M Buy
43,256
+504
+1% +$46.4K 0.4% 25
2025
Q4 		$4.03M Buy
42,752
+2,400
+6% +$228K 0.42% 28
2025
Q3 		$3.35M Hold
40,352
– – 0.4% 26
2025
Q2 		$3.35M Sell
40,352
-1,056
-3% -$76.8K 0.4% 27
2025
Q1 		$2.81M Sell
41,408
-1,000
-2% -$75.3K 0.43% 24
2024
Q4 		$3.3M Sell
42,408
-736
-2% -$56.5K 0.45% 23
2024
Q3 		$3.15M Sell
43,144
-1,440
-3% -$102K 0.44% 19
2024
Q2 		$3.21M Sell
44,584
-35,360
-44% -$2.35M 0.44% 21
2024
Q1 		$5.24M Sell
79,944
-4,776
-6% -$303K 0.7% 18
2023
Q4 		$5.13M Buy
84,720
+1,960
+2% +$109K 0.69% 20
2023
Q3 		$4.29M Buy
82,760
+200
+0.2% +$10.9K 0.57% 24
2023
Q2 		$4.56M Buy
82,560
+10,880
+15% +$546K 0.57% 24
2023
Q1 		$3.45M Buy
71,680
+4,960
+7% +$219K 0.46% 28
2022
Q4 		$2.66M Buy
+66,720
New +$2.72M 0.38% 34
2019
Q1 		– Sell
-37,272
Closed -$777K – 270
2018
Q4 		$777K Buy
+37,272
New +$845K 0.11% 156

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

Steel Grove Capital Advisors's VGT Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Vanguard Information Technology ETF (VGT) stake by 13% in Q2 2026, buying an estimated $621K and bringing the position to 48,925 shares worth $5.85M. The position accounts for 0.55% of the portfolio, ranked #20.

Steel Grove Capital Advisors first reported a position in VGT in Q4 2018 and has held it in 16 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Steel Grove Capital Advisors held 48,925 shares of Vanguard Information Technology ETF worth $5.85M as of Q2 2026.
  • Steel Grove Capital Advisors bought 5,669 Vanguard Information Technology ETF shares in Q2 2026, an estimated $621K.
  • Vanguard Information Technology ETF made up 0.55% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #20 holding.
  • Steel Grove Capital Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 16 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.