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Synergy Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Synergy Investment Management’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 		$88K Hold
736
– – 0.02% 291
2026
Q1 		$64.2K Buy
+736
New +$67.8K 0.02% 251
2025
Q2 		– Sell
-792
Closed -$53.7K – 548
2025
Q1 		$53.7K Hold
792
– – 0.02% 225
2024
Q4 		$61.6K Buy
+792
New +$60.8K 0.03% 219

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Synergy Investment Management's VGT Position: Q2 2026 in Review

Synergy Investment Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 736 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #291.

Synergy Investment Management first reported a position in VGT in Q4 2024 and has held it in 4 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Synergy Investment Management held 736 shares of Vanguard Information Technology ETF worth $88K as of Q2 2026.
  • Synergy Investment Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
  • Vanguard Information Technology ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #291 holding.
  • Synergy Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.