Welch & Forbes’s Vanguard Information Technology ETF VGT Stock Holding History

Welch & Forbes’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	$641K	Hold	5,360	–	–	0.01%	264
2026 Q1	$467K	Sell	5,360 -200	-4%	-$18.4K	0.01%	277
2025 Q4	$524K	Sell	5,560 -2,288	-29%	-$217K	0.01%	274
2025 Q3	$732K	Hold	7,848	–	–	0.01%	250
2025 Q2	$651K	Buy	7,848 +2,360	+43%	+$172K	0.01%	255
2025 Q1	$372K	Hold	5,488	–	–	﹤0.01%	295
2024 Q4	$427K	Hold	5,488	–	–	0.01%	292
2024 Q3	$402K	Buy	+5,488	New	+$390K	0.01%	307

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 & Forbes's VGT Position: Q2 2026 in Review

Welch & Forbes held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 5,360 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #264.

Welch & Forbes first reported a position in VGT in Q3 2024 and has held it in 8 quarters since. The position peaked at $732K in Q3 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Welch & Forbes held 5,360 shares of Vanguard Information Technology ETF worth $641K as of Q2 2026.
Welch & Forbes left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #264 holding.
Welch & Forbes first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
Welch & Forbes's Vanguard Information Technology ETF position peaked at $732K in Q3 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.