WESPAC Advisors SoCal’s Vanguard Information Technology ETF VGT Stock Holding History

WESPAC Advisors SoCal’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	$396K	Hold	3,312	–	–	0.07%	99
2026 Q1	$289K	Buy	3,312 +536	+19%	+$49.4K	0.06%	104
2025 Q4	$262K	Hold	2,776	–	–	0.05%	100
2025 Q3	$259K	Buy	2,776 +312	+13%	+$27.3K	0.05%	99
2025 Q2	$204K	Buy	+2,464	New	+$179K	0.05%	102
2019 Q2	–	Sell	-840	Closed	-$21K	–	296
2019 Q1	$21K	Buy	+840	New	+$19.5K	0.01%	173
2018 Q3	–	Hold	0	–	–	–	300
2018 Q2	–	Sell	-40	Closed	–	–	242
2018 Q1	$0	Hold	40	–	–	﹤0.01%	301
2017 Q4	$0	Hold	40	–	–	﹤0.01%	288
2017 Q3	$0	Hold	40	–	–	﹤0.01%	277
2017 Q2	$0	Hold	40	–	–	﹤0.01%	254
2017 Q1	$678	Hold	40	–	–	﹤0.01%	243
2016 Q4	$608	Hold	40	–	–	﹤0.01%	251
2016 Q3	$602	Hold	40	–	–	﹤0.01%	276
2016 Q2	$535	Hold	40	–	–	﹤0.01%	274
2016 Q1	$547	Hold	40	–	–	﹤0.01%	278
2015 Q4	$0	Buy	+40	New	+$546	﹤0.01%	264

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

WESPAC Advisors SoCal's VGT Position: Q2 2026 in Review

WESPAC Advisors SoCal held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 3,312 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #99.

WESPAC Advisors SoCal first reported a position in VGT in Q4 2015 and has held it in 16 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

WESPAC Advisors SoCal held 3,312 shares of Vanguard Information Technology ETF worth $396K as of Q2 2026.
WESPAC Advisors SoCal left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.07% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #99 holding.
WESPAC Advisors SoCal first reported a position in Vanguard Information Technology ETF in Q4 2015 and has held it in 16 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.