Teamwork Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Teamwork Financial Advisors’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	$258K	Buy	+2,160	New	+$237K	0.02%	170
2026 Q1	–	Sell	-7,608	Closed	-$717K	–	237
2025 Q4	$717K	Buy	+7,608	New	+$723K	0.07%	118
2024 Q2	–	Sell	-3,128	Closed	-$205K	–	188
2024 Q1	$205K	Buy	+3,128	New	+$198K	0.03%	174
2023 Q4	–	Sell	-3,944	Closed	-$204K	–	223
2023 Q3	$204K	Sell	3,944 -23,696	-86%	-$1.29M	0.03%	194
2023 Q2	$1.53M	Buy	27,640 +104	+0.4%	+$5.22K	0.25%	68
2023 Q1	$1.33M	Buy	27,536 +3,872	+16%	+$171K	0.25%	70
2022 Q4	$945K	Buy	23,664 +6,792	+40%	+$277K	0.19%	80
2022 Q3	$648K	Buy	16,872 +4,632	+38%	+$204K	0.14%	97
2022 Q2	$500K	Buy	12,240 +1,352	+12%	+$60.9K	0.11%	135
2022 Q1	$567K	Sell	10,888 -24	-0.2%	-$1.23K	0.11%	161
2021 Q4	$625K	Sell	10,912 -2,584	-19%	-$142K	0.11%	169
2021 Q3	$677K	Buy	13,496 +3,840	+40%	+$199K	0.13%	123
2021 Q2	$481K	Buy	9,656 +160	+2%	+$7.55K	0.1%	155
2021 Q1	$426K	Sell	9,496 -6,056	-39%	-$272K	0.1%	155
2020 Q4	$688K	Buy	15,552 +3,072	+25%	+$126K	0.16%	104
2020 Q3	$486K	Buy	12,480 +936	+8%	+$35.2K	0.15%	121
2020 Q2	$402K	Buy	+11,544	New	+$360K	0.14%	124

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

Teamwork Financial Advisors's VGT Position: Q2 2026 in Review

Teamwork Financial Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,160 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings. This is a return to the name: Teamwork Financial Advisors previously reported a position in VGT as recently as Q4 2025.

Teamwork Financial Advisors first reported a position in VGT in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.53M in Q2 2023. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Teamwork Financial Advisors held 2,160 shares of Vanguard Information Technology ETF worth $258K as of Q2 2026.
Vanguard Information Technology ETF was a new Teamwork Financial Advisors position in Q2 2026.
Vanguard Information Technology ETF made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #170 holding.
Teamwork Financial Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 17 quarters since.
Teamwork Financial Advisors's Vanguard Information Technology ETF position peaked at $1.53M in Q2 2023.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.