Warner Group’s Vanguard Information Technology ETF VGT Stock Holding History

Warner Group’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	$866K	Buy	7,248 +3,624	+100%	+$397K	0.21%	56
2026 Q1	$316K	Sell	3,624 -312	-8%	-$28.7K	0.21%	58
2025 Q4	$371K	Buy	3,936 +496	+14%	+$47.1K	0.23%	52
2025 Q3	$321K	Buy	+3,440	New	+$301K	0.22%	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

Warner Group's VGT Position: Q2 2026 in Review

Warner Group increased its Vanguard Information Technology ETF (VGT) stake by 100% in Q2 2026, buying an estimated $397K and bringing the position to 7,248 shares worth $866K. The position accounts for 0.21% of the portfolio, ranked #56.

Warner Group first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Warner Group held 7,248 shares of Vanguard Information Technology ETF worth $866K as of Q2 2026.
Warner Group bought 3,624 Vanguard Information Technology ETF shares in Q2 2026, an estimated $397K.
Vanguard Information Technology ETF made up 0.21% of Warner Group's portfolio in Q2 2026, its #56 holding.
Warner Group first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.