Stonebrook Private’s Vanguard Information Technology ETF VGT Stock Holding History

Stonebrook Private’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	$240K	Sell	2,010 -1,494	-43%	-$164K	0.04%	223
2026 Q1	$306K	Sell	3,504 -264	-7%	-$24.3K	0.07%	162
2025 Q4	$355K	Sell	3,768 -96	-2%	-$9.12K	0.07%	145
2025 Q3	$361K	Hold	3,864	–	–	0.08%	152
2025 Q2	$320K	Buy	3,864 +488	+14%	+$35.5K	0.07%	150
2025 Q1	$229K	Hold	3,376	–	–	0.06%	173
2024 Q4	$262K	Buy	3,376 +8	+0.2%	+$614	0.07%	150
2024 Q3	$247K	Buy	3,368 +56	+2%	+$3.98K	0.07%	156
2024 Q2	$239K	Hold	3,312	–	–	0.07%	155
2024 Q1	$217K	Buy	+3,312	New	+$210K	0.06%	190

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

Stonebrook Private's VGT Position: Q2 2026 in Review

Stonebrook Private reduced its Vanguard Information Technology ETF (VGT) stake by 43% in Q2 2026, selling an estimated $164K and leaving 2,010 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #223.

Stonebrook Private first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. The position peaked at $361K in Q3 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Stonebrook Private held 2,010 shares of Vanguard Information Technology ETF worth $240K as of Q2 2026.
Stonebrook Private sold 1,494 Vanguard Information Technology ETF shares in Q2 2026, an estimated $164K.
Vanguard Information Technology ETF made up 0.04% of Stonebrook Private's portfolio in Q2 2026, its #223 holding.
Stonebrook Private first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
Stonebrook Private's Vanguard Information Technology ETF position peaked at $361K in Q3 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.