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West Branch Capital’s Vanguard Information Technology ETF VGT Stock Holding History

West Branch Capital’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 		$143K Sell
1,196
-148
-11% -$16.2K 0.03% 96
2026
Q1 		$117K Buy
1,344
+8
+0.6% +$737 0.03% 100
2025
Q4 		$126K Hold
1,336
– – 0.03% 97
2025
Q3 		$125K Hold
1,336
– – 0.03% 104
2025
Q2 		$111K Sell
1,336
-80
-6% -$5.82K 0.03% 108
2025
Q1 		$96K Sell
1,416
-88
-6% -$6.63K 0.03% 115
2024
Q4 		$117K Buy
1,504
+72
+5% +$5.53K 0.04% 107
2024
Q3 		$105K Hold
1,432
– – 0.04% 118
2024
Q2 		$103K Hold
1,432
– – 0.04% 120
2024
Q1 		$93.9K Sell
1,432
-88
-6% -$5.58K 0.04% 129
2023
Q4 		$91.9K Sell
1,520
-88
-5% -$4.9K 0.04% 125
2023
Q3 		$83.4K Buy
1,608
+176
+12% +$9.57K 0.04% 125
2023
Q2 		$79.1K Hold
1,432
– – 0.04% 129
2023
Q1 		$69K Hold
1,432
– – 0.04% 142
2022
Q4 		$57.2K Hold
1,432
– – 0.04% 152
2022
Q3 		$55K Hold
1,432
– – 0.03% 163
2022
Q2 		$58K Hold
1,432
– – 0.03% 163
2022
Q1 		$75K Hold
1,432
– – 0.04% 157
2021
Q4 		$82K Hold
1,432
– – 0.03% 160
2021
Q3 		$72K Hold
1,432
– – 0.03% 163
2021
Q2 		$71K Buy
+1,432
New +$67.5K 0.03% 170

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

West Branch Capital's VGT Position: Q2 2026 in Review

West Branch Capital reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q2 2026, selling an estimated $16.2K and leaving 1,196 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #96.

West Branch Capital first reported a position in VGT in Q2 2021 and has held it in 21 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • West Branch Capital held 1,196 shares of Vanguard Information Technology ETF worth $143K as of Q2 2026.
  • West Branch Capital sold 148 Vanguard Information Technology ETF shares in Q2 2026, an estimated $16.2K.
  • Vanguard Information Technology ETF made up 0.03% of West Branch Capital's portfolio in Q2 2026, its #96 holding.
  • West Branch Capital first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.