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

Total 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 		– Sell
-11,880
Closed -$1.04M – 99
2026
Q1 		$1.04M Buy
11,880
+424
+4% +$39K 0.12% 26
2025
Q4 		$1.08M Buy
11,456
+4,680
+69% +$445K 0.14% 26
2025
Q3 		$632K Buy
6,776
+6,048
+831% +$528K 0.08% 33
2025
Q2 		$60.5K Buy
+728
New +$52.9K 0.01% 151

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

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

Total Investment Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 11,880 shares — an estimated $1.04M sold.

Total Investment Management first reported a position in VGT in Q2 2025 and held it in 4 quarters. The position peaked at $1.08M in Q4 2025. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Total Investment Management reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Total Investment Management sold 11,880 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.04M.
  • Total Investment Management first reported a position in Vanguard Information Technology ETF in Q2 2025 and held it in 4 quarters.
  • Total Investment Management's Vanguard Information Technology ETF position peaked at $1.08M in Q4 2025.
  • 2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.