Tandem Investment Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Tandem Investment Partners’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	$5.82M	Sell	48,735 -6,881	-12%	-$753K	4.49%	6
2026 Q1	$4.85M	Buy	55,616 +1,232	+2%	+$113K	4.11%	6
2025 Q4	$5.12M	Sell	54,384 -5,856	-10%	-$556K	4.32%	6
2025 Q3	$5.62M	Sell	60,240 -2,232	-4%	-$195K	4.62%	5
2025 Q2	$5.18M	Buy	62,472 +2,400	+4%	+$175K	4.52%	7
2025 Q1	$4.07M	Buy	60,072 +104	+0.2%	+$7.83K	4.02%	8
2024 Q4	$4.66M	Buy	+59,968	New	+$4.61M	4.46%	7

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

Tandem Investment Partners's VGT Position: Q2 2026 in Review

Tandem Investment Partners reduced its Vanguard Information Technology ETF (VGT) stake by 12% in Q2 2026, selling an estimated $753K and leaving 48,735 shares worth $5.82M. The position accounts for 4.49% of the portfolio, ranked #6.

Tandem Investment Partners first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Tandem Investment Partners held 48,735 shares of Vanguard Information Technology ETF worth $5.82M as of Q2 2026.
Tandem Investment Partners sold 6,881 Vanguard Information Technology ETF shares in Q2 2026, an estimated $753K.
Vanguard Information Technology ETF made up 4.49% of Tandem Investment Partners's portfolio in Q2 2026, its #6 holding.
Tandem Investment Partners first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.