Winthrop Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Winthrop Capital Management’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	$43.7M	Sell	365,715 -2,069	-0.6%	-$227K	10.56%	1
2026 Q1	$32.1M	Sell	367,784 -1,008	-0.3%	-$92.8K	8.24%	1
2025 Q4	$34.7M	Sell	368,792 -1,320	-0.4%	-$125K	8.1%	1
2025 Q3	$34.5M	Sell	370,112 -1,304	-0.4%	-$114K	8.35%	1
2025 Q2	$30.8M	Buy	371,416 +20,600	+6%	+$1.5M	7.78%	1
2025 Q1	$23.8M	Buy	350,816 +6,120	+2%	+$461K	6.54%	1
2024 Q4	$27M	Buy	344,696 +10,184	+3%	+$782K	7.2%	1
2024 Q3	$24.5M	Buy	334,512 +808	+0.2%	+$57.4K	11.68%	1
2024 Q2	$24.1M	Buy	333,704 +6,816	+2%	+$453K	12.03%	1
2024 Q1	$21.4M	Sell	326,888 -1,656	-0.5%	-$105K	9.87%	1
2023 Q4	$19.9M	Buy	+328,544	New	+$18.3M	6.49%	1

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

Winthrop Capital Management's VGT Position: Q2 2026 in Review

Winthrop Capital Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.56% in Q2 2026, selling an estimated $227K and leaving 365,715 shares worth $43.7M. The position accounts for 10.56% of the portfolio, ranked #1.

Winthrop Capital Management first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Winthrop Capital Management held 365,715 shares of Vanguard Information Technology ETF worth $43.7M as of Q2 2026.
Winthrop Capital Management sold 2,069 Vanguard Information Technology ETF shares in Q2 2026, an estimated $227K.
Vanguard Information Technology ETF made up 10.56% of Winthrop Capital Management's portfolio in Q2 2026, its #1 holding.
Winthrop Capital Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.