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

WESPAC 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	$3.39M	Buy	+28,350	New	+$3.1M	1.65%	14
2014 Q4	–	Sell	-40,760	Closed	-$510K	–	156
2014 Q3	$510K	Sell	40,760 -35,464	-47%	-$441K	0.41%	81
2014 Q2	$922K	Sell	76,224 -5,056	-6%	-$58.3K	1.05%	31
2014 Q1	$930K	Sell	81,280 -6,192	-7%	-$69.7K	0.81%	46
2013 Q4	$979K	Sell	87,472 -16,080	-16%	-$170K	0.81%	46
2013 Q3	$1.04M	Buy	103,552 +16,488	+19%	+$162K	1.22%	28
2013 Q2	$805K	Buy	+87,064	New	+$806K	1.22%	32

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's VGT Position: Q2 2026 in Review

WESPAC Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 28,350 shares worth $3.39M. The stake represents 1.65% of the portfolio and ranks #14 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in VGT as recently as Q3 2014.

WESPAC Advisors first reported a position in VGT in Q2 2013 and has held it in 7 quarters since. 2,195 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

WESPAC Advisors held 28,350 shares of Vanguard Information Technology ETF worth $3.39M as of Q2 2026.
Vanguard Information Technology ETF was a new WESPAC Advisors position in Q2 2026.
Vanguard Information Technology ETF made up 1.65% of WESPAC Advisors's portfolio in Q2 2026, its #14 holding.
WESPAC Advisors first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 7 quarters since.
2,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.