Welch Capital Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Welch Capital Partners’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	$26.1M	Hold	218,480	–	–	5.12%	4
2026 Q1	$19.1M	Hold	218,480	–	–	4.29%	5
2025 Q4	$20.6M	Hold	218,480	–	–	4.13%	5
2025 Q3	$20.4M	Hold	218,480	–	–	4.2%	5
2025 Q2	$18.1M	Sell	218,480 -5,328	-2%	-$387K	4.03%	6
2025 Q1	$15.2M	Hold	223,808	–	–	3.61%	6
2024 Q4	$17.4M	Sell	223,808 -688	-0.3%	-$52.8K	3.76%	5
2024 Q3	$16.5M	Hold	224,496	–	–	3.68%	5
2024 Q2	$16.2M	Hold	224,496	–	–	3.83%	5
2024 Q1	$14.7M	Hold	224,496	–	–	3.66%	5
2023 Q4	$13.6M	Sell	224,496 -56	-0%	-$3.12K	3.61%	6
2023 Q3	$11.6M	Hold	224,552	–	–	3.35%	6
2023 Q2	$12.4M	Hold	224,552	–	–	3.47%	6
2023 Q1	$10.8M	Hold	224,552	–	–	3.24%	6
2022 Q4	$8.97M	Hold	224,552	–	–	2.86%	6
2022 Q3	$8.63M	Sell	224,552 -5,704	-2%	-$251K	2.83%	6
2022 Q2	$9.4M	Hold	230,256	–	–	2.89%	6
2022 Q1	$12M	Hold	230,256	–	–	2.9%	6
2021 Q4	$13.2M	Hold	230,256	–	–	2.9%	7
2021 Q3	$11.6M	Hold	230,256	–	–	2.8%	8
2021 Q2	$11.5M	Hold	230,256	–	–	2.7%	9
2021 Q1	$10.3M	Hold	230,256	–	–	2.7%	9
2020 Q4	$10.2M	Hold	230,256	–	–	2.83%	9
2020 Q3	$8.96M	Hold	230,256	–	–	2.75%	8
2020 Q2	$8.02M	Hold	230,256	–	–	2.64%	8
2020 Q1	$6.1M	Sell	230,256 -1,552	-0.7%	-$47K	2.44%	8
2019 Q4	$7.09M	Sell	231,808 -11,056	-5%	-$316K	2.1%	11
2019 Q3	$6.54M	Hold	242,864	–	–	2.18%	11
2019 Q2	$6.4M	Sell	242,864 -3,608	-1%	-$93K	2.18%	12
2019 Q1	$6.18M	Hold	246,472	–	–	2.1%	14
2018 Q4	$5.14M	Buy	+246,472	New	+$5.59M	1.97%	15

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

Welch Capital Partners's VGT Position: Q2 2026 in Review

Welch Capital Partners held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 218,480 shares worth $26.1M. The position accounts for 5.12% of the portfolio, ranked #4.

Welch Capital Partners first reported a position in VGT in Q4 2018 and has held it in 31 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Welch Capital Partners held 218,480 shares of Vanguard Information Technology ETF worth $26.1M as of Q2 2026.
Welch Capital Partners left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 5.12% of Welch Capital Partners's portfolio in Q2 2026, its #4 holding.
Welch Capital Partners first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 31 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Welch Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.