YHB Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

YHB Investment 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	$383K	Buy	3,202 +2	+0.1%	+$219	0.02%	244
2026 Q1	$279K	Hold	3,200	–	–	0.02%	268
2025 Q4	$302K	Buy	3,200 +184	+6%	+$17.5K	0.02%	259
2025 Q3	$281K	Hold	3,016	–	–	0.02%	263
2025 Q2	$250K	Buy	+3,016	New	+$219K	0.02%	277

Other funds holding VGT

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

YHB Investment Advisors's VGT Position: Q2 2026 in Review

YHB Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.06% in Q2 2026, buying an estimated $219 and bringing the position to 3,202 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #244.

YHB Investment Advisors first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

YHB Investment Advisors held 3,202 shares of Vanguard Information Technology ETF worth $383K as of Q2 2026.
YHB Investment Advisors bought 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #244 holding.
YHB Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
865 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.