Trifecta Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Trifecta Capital 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	$273K	Hold	2,288	–	–	0.04%	95
2026 Q1	$200K	Hold	2,288	–	–	0.03%	100
2025 Q4	$216K	Buy	2,288 +1,760	+333%	+$167K	0.03%	98
2025 Q3	$49.3K	Hold	528	–	–	0.01%	173
2025 Q2	$43.8K	Hold	528	–	–	0.01%	176
2025 Q1	$35.8K	Hold	528	–	–	0.01%	159
2024 Q4	$41K	Hold	528	–	–	0.01%	150
2024 Q3	$38.7K	Hold	528	–	–	0.01%	157
2024 Q2	$38.1K	Buy	+528	New	+$35.1K	0.01%	157

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

Trifecta Capital Advisors's VGT Position: Q2 2026 in Review

Trifecta Capital Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,288 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #95.

Trifecta Capital Advisors first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Trifecta Capital Advisors held 2,288 shares of Vanguard Information Technology ETF worth $273K as of Q2 2026.
Trifecta Capital Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.04% of Trifecta Capital Advisors's portfolio in Q2 2026, its #95 holding.
Trifecta Capital Advisors first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.