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

Walkner Condon 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	$557K	Sell	4,659 -109	-2%	-$11.9K	0.06%	180
2026 Q1	$416K	Buy	4,768 +224	+5%	+$20.6K	0.05%	199
2025 Q4	$428K	Buy	4,544 +840	+23%	+$79.8K	0.06%	198
2025 Q3	$346K	Buy	3,704 +272	+8%	+$23.8K	0.05%	221
2025 Q2	$285K	Hold	3,432	–	–	0.05%	224
2025 Q1	$233K	Hold	3,432	–	–	0.05%	244
2024 Q4	$267K	Hold	3,432	–	–	0.05%	235
2024 Q3	$252K	Hold	3,432	–	–	0.05%	235
2024 Q2	$247K	Buy	+3,432	New	+$228K	0.05%	221

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

Walkner Condon Financial Advisors's VGT Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 2.3% in Q2 2026, selling an estimated $11.9K and leaving 4,659 shares worth $557K. The position accounts for 0.06% of the portfolio, ranked #180.

Walkner Condon Financial Advisors first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Walkner Condon Financial Advisors held 4,659 shares of Vanguard Information Technology ETF worth $557K as of Q2 2026.
Walkner Condon Financial Advisors sold 109 Vanguard Information Technology ETF shares in Q2 2026, an estimated $11.9K.
Vanguard Information Technology ETF made up 0.06% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #180 holding.
Walkner Condon Financial Advisors first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.