Wescott Financial Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Wescott Financial Advisory 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	$683K	Sell	5,716 -700	-11%	-$76.6K	0.05%	117
2026 Q1	$559K	Buy	6,416 +2,920	+84%	+$269K	0.05%	122
2025 Q4	$329K	Sell	3,496 -520	-13%	-$49.4K	0.03%	155
2025 Q3	$375K	Sell	4,016 -232	-5%	-$20.3K	0.03%	139
2025 Q2	$353K	Buy	4,248 +128	+3%	+$9.31K	0.03%	136
2025 Q1	$279K	Buy	4,120 +16	+0.4%	+$1.21K	0.03%	145
2024 Q4	$319K	Sell	4,104 -968	-19%	-$74.4K	0.03%	139
2024 Q3	$372K	Hold	5,072	–	–	0.04%	137
2024 Q2	$366K	Buy	5,072 +192	+4%	+$12.8K	0.04%	134
2024 Q1	$320K	Sell	4,880 -1,256	-20%	-$79.6K	0.04%	130
2023 Q4	$371K	Buy	+6,136	New	+$342K	0.05%	118

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

Wescott Financial Advisory Group's VGT Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q2 2026, selling an estimated $76.6K and leaving 5,716 shares worth $683K. The position accounts for 0.05% of the portfolio, ranked #117.

Wescott Financial Advisory Group first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,196 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Wescott Financial Advisory Group held 5,716 shares of Vanguard Information Technology ETF worth $683K as of Q2 2026.
Wescott Financial Advisory Group sold 700 Vanguard Information Technology ETF shares in Q2 2026, an estimated $76.6K.
Vanguard Information Technology ETF made up 0.05% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #117 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,196 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.