WFA
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Wellspring Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Wellspring 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 		$1.33M Sell
11,102
-530
-5% -$58K 0.09% 83
2026
Q1 		$1.01M Buy
11,632
+336
+3% +$30.9K 0.08% 97
2025
Q4 		$1.06M Sell
11,296
-864
-7% -$82.1K 0.08% 82
2025
Q3 		$1.13M Sell
12,160
-40
-0.3% -$3.5K 0.1% 59
2025
Q2 		$1.01M Buy
12,200
+56
+0.5% +$4.07K 0.1% 63
2025
Q1 		$823K Sell
12,144
-8
-0.1% -$603 0.09% 61
2024
Q4 		$945K Sell
12,152
-112
-0.9% -$8.6K 0.1% 63
2024
Q3 		$899K Sell
12,264
-72
-0.6% -$5.12K 0.11% 59
2024
Q2 		$889K Hold
12,336
– – 0.12% 59
2024
Q1 		$809K Buy
12,336
+224
+2% +$14.2K 0.13% 56
2023
Q4 		$733K Sell
12,112
-48
-0.4% -$2.67K 0.18% 58
2023
Q3 		$631K Sell
12,160
-16
-0.1% -$870 0.18% 57
2023
Q2 		$673K Sell
12,176
-7,880
-39% -$396K 0.19% 54
2023
Q1 		$966K Buy
20,056
+88
+0.4% +$3.89K 0.29% 50
2022
Q4 		$797K Sell
19,968
-56
-0.3% -$2.29K 0.27% 51
2022
Q3 		$769K Sell
20,024
-32
-0.2% -$1.41K 0.28% 42
2022
Q2 		$819K Sell
20,056
-712
-3% -$32.1K 0.29% 40
2022
Q1 		$1.08M Buy
20,768
+632
+3% +$32.4K 0.32% 40
2021
Q4 		$1.15M Buy
20,136
+1,264
+7% +$69.4K 0.32% 39
2021
Q3 		$947K Hold
18,872
– – 0.29% 43
2021
Q2 		$941K Buy
18,872
+4,728
+33% +$223K 0.3% 43
2021
Q1 		$375K Sell
14,144
-4,672
-25% -$210K 0.18% 53
2020
Q4 		$832K Sell
18,816
-56
-0.3% -$2.3K 0.29% 41
2020
Q3 		$735K Buy
18,872
+40
+0.2% +$1.51K 0.29% 42
2020
Q2 		$656K Buy
18,832
+4,688
+33% +$146K 0.27% 43
2020
Q1 		$375K Buy
+14,144
New +$429K 0.18% 53

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wellspring Financial Advisors's VGT Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 4.6% in Q2 2026, selling an estimated $58K and leaving 11,102 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #83.

Wellspring Financial Advisors first reported a position in VGT in Q1 2020 and has held it in 26 quarters since. 2,193 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Wellspring Financial Advisors held 11,102 shares of Vanguard Information Technology ETF worth $1.33M as of Q2 2026.
  • Wellspring Financial Advisors sold 530 Vanguard Information Technology ETF shares in Q2 2026, an estimated $58K.
  • Vanguard Information Technology ETF made up 0.09% of Wellspring Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.