Synergy Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Synergy Financial Group’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	$3.76M	Buy	31,496 +3,896	+14%	+$427K	2.71%	10
2026 Q1	$2.41M	Buy	27,600 +672	+2%	+$61.9K	1.81%	14
2025 Q4	$2.54M	Buy	26,928 +832	+3%	+$79.1K	1.78%	15
2025 Q3	$2.44M	Buy	26,096 +904	+4%	+$79K	1.64%	15
2025 Q2	$2.09M	Sell	25,192 -72	-0.3%	-$5.24K	1.54%	16
2025 Q1	$1.71M	Hold	25,264	–	–	1.54%	17
2024 Q4	$1.96M	Buy	+25,264	New	+$1.94M	1.64%	16
2024 Q1	–	Sell	-5,912	Closed	-$358K	–	90
2023 Q4	$358K	Sell	5,912 -40	-0.7%	-$2.23K	0.44%	50
2023 Q3	$309K	Buy	+5,952	New	+$324K	0.43%	51

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

Synergy Financial Group's VGT Position: Q2 2026 in Review

Synergy Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 14% in Q2 2026, buying an estimated $427K and bringing the position to 31,496 shares worth $3.76M. The position accounts for 2.71% of the portfolio, ranked #10.

Synergy Financial Group first reported a position in VGT in Q3 2023 and has held it in 9 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Synergy Financial Group held 31,496 shares of Vanguard Information Technology ETF worth $3.76M as of Q2 2026.
Synergy Financial Group bought 3,896 Vanguard Information Technology ETF shares in Q2 2026, an estimated $427K.
Vanguard Information Technology ETF made up 2.71% of Synergy Financial Group's portfolio in Q2 2026, its #10 holding.
Synergy Financial Group first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 9 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.