Symphony Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Symphony Financial Services’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	$4.26M	Buy	35,680 +2,248	+7%	+$246K	1.92%	14
2026 Q1	$2.92M	Sell	33,432 -1,016	-3%	-$93.5K	1.5%	19
2025 Q4	$3.25M	Sell	34,448 -736	-2%	-$69.9K	1.66%	17
2025 Q3	$3.28M	Buy	35,184 +2,072	+6%	+$181K	1.77%	17
2025 Q2	$2.75M	Buy	33,112 +288	+0.9%	+$20.9K	1.64%	17
2025 Q1	$2.23M	Buy	32,824 +928	+3%	+$69.9K	1.45%	18
2024 Q4	$2.48M	Sell	31,896 -384	-1%	-$29.5K	1.99%	16
2024 Q3	$2.37M	Buy	32,280 +776	+2%	+$55.1K	2.01%	15
2024 Q2	$2.36M	Buy	+31,504	New	+$2.09M	2.03%	16

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Symphony Financial Services's VGT Position: Q2 2026 in Review

Symphony Financial Services increased its Vanguard Information Technology ETF (VGT) stake by 6.7% in Q2 2026, buying an estimated $246K and bringing the position to 35,680 shares worth $4.26M. The position accounts for 1.92% of the portfolio, ranked #14.

Symphony Financial Services first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Symphony Financial Services held 35,680 shares of Vanguard Information Technology ETF worth $4.26M as of Q2 2026.
Symphony Financial Services bought 2,248 Vanguard Information Technology ETF shares in Q2 2026, an estimated $246K.
Vanguard Information Technology ETF made up 1.92% of Symphony Financial Services's portfolio in Q2 2026, its #14 holding.
Symphony Financial Services first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.