VERITY Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

VERITY Wealth 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	–	Sell	-6,320	Closed	-$551K	–	85
2026 Q1	$551K	Hold	6,320	–	–	0.37%	51
2025 Q4	$595K	Hold	6,320	–	–	0.37%	52
2025 Q3	$590K	Hold	6,320	–	–	0.37%	48
2025 Q2	$524K	Hold	6,320	–	–	0.35%	53
2025 Q1	$428K	Hold	6,320	–	–	0.32%	56
2024 Q4	$491K	Hold	6,320	–	–	0.35%	53
2024 Q3	$463K	Hold	6,320	–	–	0.33%	54
2024 Q2	$456K	Hold	6,320	–	–	0.34%	53
2024 Q1	$414K	Hold	6,320	–	–	0.32%	54
2023 Q4	$382K	Hold	6,320	–	–	0.33%	53
2023 Q3	$328K	Hold	6,320	–	–	0.31%	55
2023 Q2	$349K	Hold	6,320	–	–	0.31%	55
2023 Q1	$305K	Hold	6,320	–	–	0.28%	59
2022 Q4	$252K	Hold	6,320	–	–	0.25%	61
2022 Q3	$243K	Hold	6,320	–	–	0.25%	58
2022 Q2	$258K	Hold	6,320	–	–	0.25%	59
2022 Q1	$329K	Hold	6,320	–	–	0.29%	50
2021 Q4	$362K	Hold	6,320	–	–	0.3%	46
2021 Q3	$317K	Hold	6,320	–	–	0.28%	48
2021 Q2	$315K	Hold	6,320	–	–	0.29%	44
2021 Q1	$283K	Hold	6,320	–	–	0.25%	46
2020 Q4	$279K	Hold	6,320	–	–	0.25%	50
2020 Q3	$246K	Hold	6,320	–	–	0.25%	45
2020 Q2	$220K	Buy	+6,320	New	+$197K	0.24%	46

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

VERITY Wealth Advisors's VGT Position: Q2 2026 in Review

VERITY Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 6,320 shares — an estimated $551K sold.

VERITY Wealth Advisors first reported a position in VGT in Q2 2020 and held it in 24 quarters. The position peaked at $595K in Q4 2025. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

VERITY Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
VERITY Wealth Advisors sold 6,320 Vanguard Information Technology ETF shares in Q2 2026, an estimated $551K.
VERITY Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and held it in 24 quarters.
VERITY Wealth Advisors's Vanguard Information Technology ETF position peaked at $595K in Q4 2025.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.