Steward Partners Investment Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

Steward Partners Investment Advisory’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	$58.9M	Buy	492,797 +57,661	+13%	+$6.31M	0.3%	59
2026 Q1	$38M	Sell	435,136 -12,808	-3%	-$1.18M	0.19%	98
2025 Q4	$42.2M	Sell	447,944 -33,320	-7%	-$3.17M	0.23%	85
2025 Q3	$44.9M	Buy	481,264 +57,216	+13%	+$5M	0.26%	73
2025 Q2	$35.2M	Buy	424,048 +11,104	+3%	+$807K	0.27%	69
2025 Q1	$28M	Sell	412,944 -1,576	-0.4%	-$119K	0.25%	81
2024 Q4	$32.2M	Sell	414,520 -10,072	-2%	-$774K	0.29%	70
2024 Q3	$31.1M	Buy	424,592 +45,088	+12%	+$3.2M	0.29%	75
2024 Q2	$27.4M	Buy	379,504 +37,048	+11%	+$2.46M	0.29%	69
2024 Q1	$22.4M	Sell	342,456 -4,296	-1%	-$272K	0.25%	83
2023 Q4	$21M	Buy	346,752 +5,184	+2%	+$289K	0.28%	71
2023 Q3	$17.7M	Sell	341,568 -46,440	-12%	-$2.53M	0.27%	78
2023 Q2	$21.4M	Sell	388,008 -4,320	-1%	-$217K	0.32%	64
2023 Q1	$18.9M	Sell	392,328 -7,264	-2%	-$321K	0.3%	76
2022 Q4	$16M	Sell	399,592 -15,504	-4%	-$633K	0.27%	90
2022 Q3	$15.9M	Sell	415,096 -8,648	-2%	-$380K	0.3%	72
2022 Q2	$17.3M	Sell	423,744 -21,160	-5%	-$953K	0.32%	73
2022 Q1	$23.2M	Buy	444,904 +94,520	+27%	+$4.85M	0.36%	56
2021 Q4	$20.1M	Buy	350,384 +26,008	+8%	+$1.43M	0.31%	71
2021 Q3	$16.3M	Buy	324,376 +3,304	+1%	+$171K	0.28%	81
2021 Q2	$16M	Sell	321,072 -25,840	-7%	-$1.22M	0.27%	79
2021 Q1	$15.5M	Buy	346,912 +37,664	+12%	+$1.69M	0.27%	84
2020 Q4	$13.7M	Buy	309,248 +37,448	+14%	+$1.54M	0.3%	83
2020 Q3	$10.6M	Buy	271,800 +7,472	+3%	+$281K	0.27%	96
2020 Q2	$9.21M	Buy	264,328 +49,664	+23%	+$1.55M	0.26%	101
2020 Q1	$5.68M	Sell	214,664 -328	-0.2%	-$9.94K	0.21%	118
2019 Q4	$6.58M	Sell	214,992 -704	-0.3%	-$20.2K	0.19%	120
2019 Q3	$5.81M	Buy	215,696 +760	+0.4%	+$20.5K	0.2%	122
2019 Q2	$5.67M	Buy	214,936 +58,096	+37%	+$1.5M	0.21%	117
2019 Q1	$3.93M	Sell	156,840 -21,000	-12%	-$488K	0.17%	133
2018 Q4	$3.71M	Buy	177,840 +21,264	+14%	+$482K	0.18%	130
2018 Q3	$3.96M	Buy	156,576 +32,040	+26%	+$779K	0.19%	129
2018 Q2	$2.82M	Buy	124,536 +24,920	+25%	+$560K	0.17%	143
2018 Q1	$2.13M	Buy	99,616 +58,016	+139%	+$1.27M	0.15%	160
2017 Q4	$856K	Sell	41,600 -6,384	-13%	-$129K	0.07%	259
2017 Q3	$911K	Sell	47,984 -1,560	-3%	-$28.9K	0.09%	197
2017 Q2	$872K	Buy	49,544 +25,200	+104%	+$444K	0.1%	198
2017 Q1	$412K	Buy	24,344 +21,432	+736%	+$350K	0.06%	219
2016 Q4	$44K	Buy	+2,912	New	+$43.9K	0.02%	335

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

Steward Partners Investment Advisory's VGT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Information Technology ETF (VGT) stake by 13% in Q2 2026, buying an estimated $6.31M and bringing the position to 492,797 shares worth $58.9M. The position accounts for 0.3% of the portfolio, ranked #59.

Steward Partners Investment Advisory first reported a position in VGT in Q4 2016 and has held it in 39 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Steward Partners Investment Advisory held 492,797 shares of Vanguard Information Technology ETF worth $58.9M as of Q2 2026.
Steward Partners Investment Advisory bought 57,661 Vanguard Information Technology ETF shares in Q2 2026, an estimated $6.31M.
Vanguard Information Technology ETF made up 0.3% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #59 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 39 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.