XF
VGT icon

XML Financial’s Vanguard Information Technology ETF VGT Stock Holding History

XML Financial’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 		$35M Buy
292,783
+1,631
+0.6% +$179K 2.55% 4
2026
Q1 		$25.4M Buy
291,152
+3,168
+1% +$292K 2.05% 7
2025
Q4 		$27.1M Sell
287,984
-4,752
-2% -$452K 2.21% 7
2025
Q3 		$27.3M Buy
292,736
+2,896
+1% +$253K 2.22% 8
2025
Q2 		$24M Buy
289,840
+8,104
+3% +$589K 2.08% 8
2025
Q1 		$19.1M Buy
281,736
+6,696
+2% +$504K 1.78% 13
2024
Q4 		$21.4M Buy
275,040
+13,552
+5% +$1.04M 1.96% 9
2024
Q3 		$19.2M Sell
261,488
-30,968
-11% -$2.2M 1.78% 11
2024
Q2 		$21.1M Buy
292,456
+5,312
+2% +$353K 2.12% 9
2024
Q1 		$18.8M Buy
287,144
+6,064
+2% +$384K 1.93% 9
2023
Q4 		$17M Buy
281,080
+10,664
+4% +$594K 1.79% 9
2023
Q3 		$14M Buy
270,416
+23,472
+10% +$1.28M 1.68% 9
2023
Q2 		$13.6M Buy
246,944
+42,592
+21% +$2.14M 1.58% 9
2023
Q1 		$9.87M Buy
204,352
+19,344
+10% +$855K 1.2% 19
2022
Q4 		$7.39M Buy
185,008
+3,024
+2% +$123K 0.93% 33
2022
Q3 		$6.99M Buy
181,984
+12,664
+7% +$557K 0.97% 33
2022
Q2 		$6.91M Buy
169,320
+26,560
+19% +$1.2M 1.56% 19
2022
Q1 		$7.43M Buy
142,760
+26,328
+23% +$1.35M 0.88% 34
2021
Q4 		$6.67M Buy
116,432
+9,056
+8% +$497K 0.8% 36
2021
Q3 		$5.39M Buy
107,376
+9,648
+10% +$500K 0.72% 43
2021
Q2 		$4.87M Buy
97,728
+18,664
+24% +$880K 1.07% 23
2021
Q1 		$3.54M Buy
79,064
+6,496
+9% +$292K 0.86% 30
2020
Q4 		$3.21M Buy
72,568
+11,256
+18% +$463K 0.83% 33
2020
Q3 		$2.39M Buy
61,312
+3,136
+5% +$118K 0.75% 32
2020
Q2 		$2.03M Buy
58,176
+9,320
+19% +$291K 0.7% 35
2020
Q1 		$1.29M Buy
+48,856
New +$1.48M 0.56% 46

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

XML Financial's VGT Position: Q2 2026 in Review

XML Financial increased its Vanguard Information Technology ETF (VGT) stake by 0.56% in Q2 2026, buying an estimated $179K and bringing the position to 292,783 shares worth $35M. The position accounts for 2.55% of the portfolio, ranked #4.

XML Financial first reported a position in VGT in Q1 2020 and has held it in 26 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • XML Financial held 292,783 shares of Vanguard Information Technology ETF worth $35M as of Q2 2026.
  • XML Financial bought 1,631 Vanguard Information Technology ETF shares in Q2 2026, an estimated $179K.
  • Vanguard Information Technology ETF made up 2.55% of XML Financial's portfolio in Q2 2026, its #4 holding.
  • XML Financial first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.