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

Uptown 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	$490K	Sell	4,097 -7	-0.2%	-$766	0.32%	45
2026 Q1	$358K	Buy	4,104 +224	+6%	+$20.6K	0.28%	47
2025 Q4	$366K	Hold	3,880	–	–	0.26%	52
2025 Q3	$362K	Buy	3,880 +40	+1%	+$3.5K	0.3%	50
2025 Q2	$318K	Buy	3,840 +80	+2%	+$5.82K	0.27%	54
2025 Q1	$255K	Hold	3,760	–	–	0.26%	56
2024 Q4	$292K	Buy	+3,760	New	+$289K	0.32%	45

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

Uptown Financial Advisors's VGT Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 0.17% in Q2 2026, selling an estimated $766 and leaving 4,097 shares worth $490K. The position accounts for 0.32% of the portfolio, ranked #45.

Uptown Financial Advisors first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Uptown Financial Advisors held 4,097 shares of Vanguard Information Technology ETF worth $490K as of Q2 2026.
Uptown Financial Advisors sold 7 Vanguard Information Technology ETF shares in Q2 2026, an estimated $766.
Vanguard Information Technology ETF made up 0.32% of Uptown Financial Advisors's portfolio in Q2 2026, its #45 holding.
Uptown Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.