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

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 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. 615 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.
615 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.