TIM
VGT icon

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

Tortoise 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 		$273K Buy
+2,281
New +$250K 0.02% 218
2026
Q1 		– Sell
-2,136
Closed -$201K – 267
2025
Q4 		$201K Hold
2,136
– – 0.02% 231
2025
Q3 		$199K Sell
2,136
-152
-7% -$13.3K 0.02% 229
2025
Q2 		$190K Buy
2,288
+152
+7% +$11.1K 0.02% 225
2025
Q1 		$145K Hold
2,136
– – 0.02% 244
2024
Q4 		$166K Sell
2,136
-240
-10% -$18.4K 0.02% 246
2024
Q3 		$174K Hold
2,376
– – 0.02% 242
2024
Q2 		$171K Sell
2,376
-2,736
-54% -$182K 0.02% 234
2024
Q1 		$335K Buy
5,112
+2,736
+115% +$173K 0.04% 175
2023
Q4 		$144K Buy
2,376
+1,112
+88% +$62K 0.02% 245
2023
Q3 		$65.6K Sell
1,264
-40
-3% -$2.17K 0.01% 311
2023
Q2 		$72.1K Buy
1,304
+952
+270% +$47.8K 0.01% 313
2023
Q1 		$17K Hold
352
– – ﹤0.01% 487
2022
Q4 		$14.1K Sell
352
-88
-20% -$3.59K ﹤0.01% 502
2022
Q3 		$17K Hold
440
– – ﹤0.01% 466
2022
Q2 		$18K Hold
440
– – ﹤0.01% 451
2022
Q1 		$23K Hold
440
– – ﹤0.01% 408
2021
Q4 		$25K Hold
440
– – ﹤0.01% 377
2021
Q3 		$22K Sell
440
-200
-31% -$10.4K ﹤0.01% 376
2021
Q2 		$32K Sell
640
-224
-26% -$10.6K 0.01% 318
2021
Q1 		$39K Hold
864
– – 0.01% 282
2020
Q4 		$38K Buy
+864
New +$35.5K 0.01% 265
2015
Q2 		– Sell
-320
Closed -$4K – 449
2015
Q1 		$4K Buy
+320
New +$4.22K ﹤0.01% 360

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

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

Tortoise Investment Management opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,281 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: Tortoise Investment Management previously reported a position in VGT as recently as Q4 2025.

Tortoise Investment Management first reported a position in VGT in Q1 2015 and has held it in 23 quarters since. The position peaked at $335K in Q1 2024. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Tortoise Investment Management held 2,281 shares of Vanguard Information Technology ETF worth $273K as of Q2 2026.
  • Vanguard Information Technology ETF was a new Tortoise Investment Management position in Q2 2026.
  • Vanguard Information Technology ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #218 holding.
  • Tortoise Investment Management first reported a position in Vanguard Information Technology ETF in Q1 2015 and has held it in 23 quarters since.
  • Tortoise Investment Management's Vanguard Information Technology ETF position peaked at $335K in Q1 2024.
  • 2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.