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SWP Financial’s Vanguard Information Technology ETF VGT Stock Holding History

SWP 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 		$335K Sell
2,800
-200
-7% -$21.9K 0.15% 57
2026
Q1 		$262K Sell
3,000
-176
-6% -$16.2K 0.13% 62
2025
Q4 		$299K Buy
3,176
+784
+33% +$74.5K 0.15% 59
2025
Q3 		$223K Buy
+2,392
New +$209K 0.11% 67

Other funds holding VGT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWP Financial's VGT Position: Q2 2026 in Review

SWP Financial reduced its Vanguard Information Technology ETF (VGT) stake by 6.7% in Q2 2026, selling an estimated $21.9K and leaving 2,800 shares worth $335K. The position accounts for 0.15% of the portfolio, ranked #57.

SWP Financial first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. 1,216 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • SWP Financial held 2,800 shares of Vanguard Information Technology ETF worth $335K as of Q2 2026.
  • SWP Financial sold 200 Vanguard Information Technology ETF shares in Q2 2026, an estimated $21.9K.
  • Vanguard Information Technology ETF made up 0.15% of SWP Financial's portfolio in Q2 2026, its #57 holding.
  • SWP Financial first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,216 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.