Whittier Trust’s Vanguard Information Technology ETF VGT Stock Holding History

Whittier Trust’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	$2.97M	Sell	25,501 -3	-0%	-$328	0.03%	258
2026 Q1	$2.28M	Sell	25,504 -3,992	-14%	-$368K	0.03%	252
2025 Q4	$2.83M	Sell	29,496 -1,544	-5%	-$147K	0.03%	240
2025 Q3	$2.93M	Sell	31,040 -7,344	-19%	-$642K	0.03%	234
2025 Q2	$3.18M	Sell	38,384 -768	-2%	-$55.8K	0.04%	241
2025 Q1	$2.65M	Buy	39,152 +5,680	+17%	+$428K	0.04%	248
2024 Q4	$2.6M	Buy	33,472 +160	+0.5%	+$12.3K	0.03%	250
2024 Q3	$2.44M	Sell	33,312 -968	-3%	-$68.8K	0.03%	255
2024 Q2	$2.47M	Sell	34,280 -744	-2%	-$49.5K	0.04%	248
2024 Q1	$2.3M	Hold	35,024	–	–	0.03%	254
2023 Q4	$2.12M	Sell	35,024 -112	-0.3%	-$6.24K	0.03%	262
2023 Q3	$1.82M	Hold	35,136	–	–	0.03%	282
2023 Q2	$1.94M	Sell	35,136 -744	-2%	-$37.4K	0.03%	276
2023 Q1	$1.73M	Buy	35,880 +392	+1%	+$17.3K	0.03%	284
2022 Q4	$1.42M	Buy	35,488 +464	+1%	+$18.9K	0.03%	305
2022 Q3	$1.35M	Sell	35,024 -5,432	-13%	-$239K	0.03%	302
2022 Q2	$1.65M	Sell	40,456 -600	-1%	-$27K	0.03%	291
2022 Q1	$2.14M	Sell	41,056 -776	-2%	-$39.8K	0.04%	276
2021 Q4	$2.4M	Buy	41,832 +32	+0.1%	+$1.76K	0.04%	264
2021 Q3	$2.1M	Sell	41,800 -6,528	-14%	-$338K	0.04%	269
2021 Q2	$2.41M	Buy	48,328 +16	+0%	+$755	0.04%	252
2021 Q1	$2.17M	Buy	48,312 +5,112	+12%	+$230K	0.04%	262
2020 Q4	$1.91M	Hold	43,200	–	–	0.04%	252
2020 Q3	$1.68M	Hold	43,200	–	–	0.04%	263
2020 Q2	$1.5M	Sell	43,200 -2,064	-5%	-$64.4K	0.04%	259
2020 Q1	$1.2M	Sell	45,264 -2,608	-5%	-$79K	0.04%	267
2019 Q4	$1.47M	Buy	47,872 +152	+0.3%	+$4.35K	0.04%	265
2019 Q3	$1.29M	Hold	47,720	–	–	0.04%	275
2019 Q2	$1.26M	Hold	47,720	–	–	0.04%	276
2019 Q1	$1.2M	Buy	47,720 +128	+0.3%	+$2.97K	0.04%	273
2018 Q4	$992K	Buy	47,592 +80	+0.2%	+$1.81K	0.03%	283
2018 Q3	$1.2M	Buy	47,512 +8,400	+21%	+$204K	0.04%	263
2018 Q2	$887K	Hold	39,112	–	–	0.03%	299
2018 Q1	$836K	Buy	39,112 +9,600	+33%	+$210K	0.03%	308
2017 Q4	$608K	Hold	29,512	–	–	0.02%	340
2017 Q3	$561K	Hold	29,512	–	–	0.02%	346
2017 Q2	$520K	Hold	29,512	–	–	0.02%	339
2017 Q1	$500K	Hold	29,512	–	–	0.02%	348
2016 Q4	$448K	Hold	29,512	–	–	0.02%	352
2016 Q3	$444K	Hold	29,512	–	–	0.02%	350
2016 Q2	$395K	Hold	29,512	–	–	0.02%	364
2016 Q1	$404K	Sell	29,512 -46,536	-61%	-$593K	0.02%	365
2015 Q4	$1.03M	Buy	76,048 +46,536	+158%	+$635K	0.05%	260
2015 Q3	$369K	Buy	29,512 +12,632	+75%	+$166K	0.02%	374
2015 Q2	$224K	Buy	16,880 +5,600	+50%	+$76.3K	0.01%	461
2015 Q1	$150K	Hold	11,280	–	–	0.01%	507
2014 Q4	$147K	Hold	11,280	–	–	0.01%	481
2014 Q3	$141K	Hold	11,280	–	–	0.01%	477
2014 Q2	$136K	Hold	11,280	–	–	0.01%	486
2014 Q1	$129K	Hold	11,280	–	–	0.01%	500
2013 Q4	$126K	Hold	11,280	–	–	0.01%	507
2013 Q3	$114K	Sell	11,280 -400	-3%	-$3.93K	0.01%	523
2013 Q2	$108K	Buy	+11,680	New	+$108K	0.01%	524

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

Whittier Trust's VGT Position: Q2 2026 in Review

Whittier Trust reduced its Vanguard Information Technology ETF (VGT) stake by 0.01% in Q2 2026, selling an estimated $328 and leaving 25,501 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #258.

Whittier Trust first reported a position in VGT in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.18M in Q2 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Whittier Trust held 25,501 shares of Vanguard Information Technology ETF worth $2.97M as of Q2 2026.
Whittier Trust sold 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
Vanguard Information Technology ETF made up 0.03% of Whittier Trust's portfolio in Q2 2026, its #258 holding.
Whittier Trust first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's Vanguard Information Technology ETF position peaked at $3.18M in Q2 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.