YIA
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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
Q3 		$396K Sell
3,152
-50
-2% -$5.94K 0.03% 242
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

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

YHB Investment Advisors's VGT Position: Q3 2026 in Review

YHB Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q3 2026, selling an estimated $5.94K and leaving 3,152 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #242.

YHB Investment Advisors first reported a position in VGT in Q2 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • YHB Investment Advisors held 3,152 shares of Vanguard Information Technology ETF worth $396K as of Q3 2026.
  • YHB Investment Advisors sold 50 Vanguard Information Technology ETF shares in Q3 2026, an estimated $5.94K.
  • Vanguard Information Technology ETF made up 0.03% of YHB Investment Advisors's portfolio in Q3 2026, its #242 holding.
  • YHB Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.