Values First Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Values First 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	$350K	Hold	2,928	–	–	0.16%	138
2026 Q1	$255K	Hold	2,928	–	–	0.13%	146
2025 Q4	$276K	Sell	2,928 -696	-19%	-$66.1K	0.14%	144
2025 Q3	$338K	Sell	3,624 -856	-19%	-$74.8K	0.18%	128
2025 Q2	$371K	Hold	4,480	–	–	0.2%	131
2025 Q1	$304K	Hold	4,480	–	–	0.18%	139
2024 Q4	$348K	Buy	+4,480	New	+$344K	0.19%	129

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

Values First Advisors's VGT Position: Q2 2026 in Review

Values First Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,928 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #138.

Values First Advisors first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. The position peaked at $371K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Values First Advisors held 2,928 shares of Vanguard Information Technology ETF worth $350K as of Q2 2026.
Values First Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.16% of Values First Advisors's portfolio in Q2 2026, its #138 holding.
Values First Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
Values First Advisors's Vanguard Information Technology ETF position peaked at $371K in Q2 2025.
2,194 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.