UCFA
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United Capital Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

United Capital 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 		$12.2M Buy
101,885
+5,725
+6% +$627K 0.07% 228
2026
Q1 		$8.39M Buy
96,160
+2,584
+3% +$238K 0.05% 263
2025
Q4 		$8.82M Buy
93,576
+58,224
+165% +$5.53M 0.05% 266
2025
Q3 		$3.3M Buy
35,352
+632
+2% +$55.2K 0.02% 364
2025
Q2 		$2.88M Buy
34,720
+1,344
+4% +$97.7K 0.02% 371
2025
Q1 		$2.26M Buy
33,376
+2,864
+9% +$216K 0.02% 403
2024
Q4 		$2.37M Buy
30,512
+3,184
+12% +$245K 0.02% 382
2024
Q3 		$2M Sell
27,328
-624
-2% -$44.3K 0.02% 416
2024
Q2 		$2.01M Sell
27,952
-6,816
-20% -$453K 0.02% 402
2024
Q1 		$2.28M Sell
34,768
-5,952
-15% -$377K 0.02% 405
2023
Q4 		$2.46M Sell
40,720
-28,544
-41% -$1.59M 0.02% 382
2023
Q3 		$3.59M Sell
69,264
-22,640
-25% -$1.23M 0.02% 345
2023
Q2 		$5.08M Sell
91,904
-4,096
-4% -$206K 0.03% 310
2023
Q1 		$4.63M Sell
96,000
-17,928
-16% -$793K 0.03% 326
2022
Q4 		$4.55M Buy
113,928
+472
+0.4% +$19.3K 0.03% 343
2022
Q3 		$4.36M Sell
113,456
-60,536
-35% -$2.66M 0.03% 340
2022
Q2 		$7.1M Buy
173,992
+11,032
+7% +$497K 0.04% 293
2022
Q1 		$8.48M Sell
162,960
-4,088
-2% -$210K 0.04% 298
2021
Q4 		$9.57M Sell
167,048
-2,848
-2% -$156K 0.04% 282
2021
Q3 		$8.52M Buy
169,896
+2,816
+2% +$146K 0.04% 296
2021
Q2 		$8.33M Buy
167,080
+440
+0.3% +$20.8K 0.04% 299
2021
Q1 		$7.47M Sell
166,640
-68,216
-29% -$3.07M 0.04% 298
2020
Q4 		$10.4M Buy
234,856
+432
+0.2% +$17.8K 0.06% 249
2020
Q3 		$9.13M Sell
234,424
-10,720
-4% -$404K 0.06% 262
2020
Q2 		$8.54M Buy
245,144
+159,744
+187% +$4.98M 0.06% 275
2020
Q1 		$2.26M Buy
85,400
+3,080
+4% +$93.4K 0.02% 470
2019
Q4 		$2.52M Buy
82,320
+4,352
+6% +$125K 0.02% 558
2019
Q3 		$2.1M Buy
77,968
+40,296
+107% +$1.08M 0.01% 580
2019
Q2 		$993K Sell
37,672
-1,680
-4% -$43.3K 0.01% 815
2019
Q1 		$987K Buy
39,352
+1,640
+4% +$38.1K 0.01% 780
2018
Q4 		$786K Sell
37,712
-60,656
-62% -$1.37M 0.01% 777
2018
Q3 		$2.49M Sell
98,368
-2,832
-3% -$68.9K 0.02% 560
2018
Q2 		$2.29M Buy
101,200
+60,440
+148% +$1.36M 0.02% 565
2018
Q1 		$871K Buy
40,760
+1,264
+3% +$27.6K 0.01% 809
2017
Q4 		$818K Sell
39,496
-7,504
-16% -$152K 0.01% 842
2017
Q3 		$893K Buy
47,000
+2,120
+5% +$39.3K 0.01% 806
2017
Q2 		$790K Sell
44,880
-9,464
-17% -$167K 0.01% 825
2017
Q1 		$921K Sell
54,344
-6,224
-10% -$102K 0.01% 767
2016
Q4 		$920K Sell
60,568
-5,144
-8% -$77.5K 0.01% 774
2016
Q3 		$989K Buy
65,712
+25,744
+64% +$373K 0.01% 775
2016
Q2 		$535K Buy
39,968
+4,208
+12% +$56.5K 0.01% 895
2016
Q1 		$490K Buy
35,760
+416
+1% +$5.3K 0.01% 886
2015
Q4 		$478K Sell
35,344
-3,832
-10% -$52.3K 0.01% 898
2015
Q3 		$490K Sell
39,176
-23,448
-37% -$308K 0.01% 902
2015
Q2 		$832K Buy
62,624
+6,264
+11% +$85.3K 0.01% 764
2015
Q1 		$760K Buy
56,360
+12,176
+28% +$161K 0.01% 788
2014
Q4 		$577K Buy
44,184
+8,112
+22% +$103K 0.01% 779
2014
Q3 		$451K Buy
+36,072
New +$448K 0.01% 816
2014
Q2 		– Sell
-37,168
Closed -$425K – 932
2014
Q1 		$425K Buy
37,168
+5,168
+16% +$58.2K 0.01% 670
2013
Q4 		$358K Sell
32,000
-28,992
-48% -$307K 0.01% 497
2013
Q3 		$615K Buy
+60,992
New +$600K 0.02% 408

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

United Capital Financial Advisors's VGT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 6% in Q2 2026, buying an estimated $627K and bringing the position to 101,885 shares worth $12.2M. The position accounts for 0.07% of the portfolio, ranked #228.

United Capital Financial Advisors first reported a position in VGT in Q3 2013 and has held it in 51 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • United Capital Financial Advisors held 101,885 shares of Vanguard Information Technology ETF worth $12.2M as of Q2 2026.
  • United Capital Financial Advisors bought 5,725 Vanguard Information Technology ETF shares in Q2 2026, an estimated $627K.
  • Vanguard Information Technology ETF made up 0.07% of United Capital Financial Advisors's portfolio in Q2 2026, its #228 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Information Technology ETF in Q3 2013 and has held it in 51 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.