Union Savings Bank’s Vanguard Information Technology ETF VGT Stock Holding History

Union Savings Bank’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	$2.43M	Sell	20,304 -1,088	-5%	-$119K	0.98%	18
2026 Q1	$1.87M	Hold	21,392	–	–	0.82%	20
2025 Q4	$2.02M	Buy	+21,392	New	+$2.03M	0.87%	20
2025 Q2	$2.08M	Buy	24,152 +3,512	+17%	+$255K	0.96%	19
2025 Q1	$1.4M	Hold	20,640	–	–	0.68%	25
2024 Q4	$1.6M	Sell	20,640 -384	-2%	-$29.5K	0.79%	24
2024 Q3	$1.54M	Hold	21,024	–	–	0.76%	25
2024 Q2	$1.52M	Sell	21,024 -496	-2%	-$33K	0.8%	24
2024 Q1	$1.41M	Sell	21,520 -288	-1%	-$18.3K	0.74%	28
2023 Q4	$1.32M	Hold	21,808	–	–	0.75%	28
2023 Q3	$1.13M	Hold	21,808	–	–	0.71%	32
2023 Q2	$1.24M	Buy	+21,808	New	+$1.1M	0.74%	31

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

Union Savings Bank's VGT Position: Q2 2026 in Review

Union Savings Bank reduced its Vanguard Information Technology ETF (VGT) stake by 5.1% in Q2 2026, selling an estimated $119K and leaving 20,304 shares worth $2.43M. The position accounts for 0.98% of the portfolio, ranked #18.

Union Savings Bank first reported a position in VGT in Q2 2023 and has held it in 12 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Union Savings Bank held 20,304 shares of Vanguard Information Technology ETF worth $2.43M as of Q2 2026.
Union Savings Bank sold 1,088 Vanguard Information Technology ETF shares in Q2 2026, an estimated $119K.
Vanguard Information Technology ETF made up 0.98% of Union Savings Bank's portfolio in Q2 2026, its #18 holding.
Union Savings Bank first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 12 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.