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

True Link 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	$485K	Sell	4,056 -392	-9%	-$42.9K	0.03%	51
2026 Q1	$388K	Buy	4,448 +208	+5%	+$19.2K	0.02%	54
2025 Q4	$400K	Buy	+4,240	New	+$403K	0.02%	66
2021 Q1	–	Sell	-27,840	Closed	-$103K	–	713
2020 Q4	$103K	Buy	+27,840	New	+$1.15M	0.02%	410

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

True Link Financial Advisors's VGT Position: Q2 2026 in Review

True Link Financial Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 8.8% in Q2 2026, selling an estimated $42.9K and leaving 4,056 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #51.

True Link Financial Advisors first reported a position in VGT in Q4 2020 and has held it in 4 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

True Link Financial Advisors held 4,056 shares of Vanguard Information Technology ETF worth $485K as of Q2 2026.
True Link Financial Advisors sold 392 Vanguard Information Technology ETF shares in Q2 2026, an estimated $42.9K.
Vanguard Information Technology ETF made up 0.03% of True Link Financial Advisors's portfolio in Q2 2026, its #51 holding.
True Link Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 4 quarters since.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.