ZF
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Zhang Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Zhang 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 		$6.66M Buy
55,695
+3,207
+6% +$351K 0.19% 71
2026
Q1 		$4.58M Buy
52,488
+1,304
+3% +$120K 0.16% 79
2025
Q4 		$4.82M Buy
51,184
+624
+1% +$59.3K 0.18% 74
2025
Q3 		$4.72M Buy
50,560
+448
+0.9% +$39.1K 0.19% 65
2025
Q2 		$4.15M Buy
50,112
+5,472
+12% +$398K 0.19% 65
2025
Q1 		$3.03M Buy
44,640
+4,456
+11% +$336K 0.16% 78
2024
Q4 		$3.12M Buy
40,184
+848
+2% +$65.1K 0.18% 68
2024
Q3 		$2.88M Sell
39,336
-128
-0.3% -$9.1K 0.18% 67
2024
Q2 		$2.84M Sell
39,464
-360
-0.9% -$23.9K 0.2% 66
2024
Q1 		$2.61M Buy
39,824
+9,008
+29% +$571K 0.19% 70
2023
Q4 		$1.86M Buy
30,816
+528
+2% +$29.4K 0.16% 77
2023
Q3 		$1.57M Buy
30,288
+568
+2% +$30.9K 0.16% 82
2023
Q2 		$1.64M Buy
29,720
+1,568
+6% +$78.7K 0.17% 74
2023
Q1 		$1.36M Sell
28,152
-1,136
-4% -$50.2K 0.15% 82
2022
Q4 		$1.17M Buy
29,288
+3,536
+14% +$144K 0.15% 85
2022
Q3 		$989K Sell
25,752
-5,784
-18% -$254K 0.15% 82
2022
Q2 		$1.29M Buy
31,536
+4,648
+17% +$209K 0.21% 65
2022
Q1 		$1.4M Buy
26,888
+5,272
+24% +$271K 0.24% 58
2021
Q4 		$1.24M Buy
21,616
+720
+3% +$39.5K 0.22% 61
2021
Q3 		$1.05M Hold
20,896
– – 0.24% 53
2021
Q2 		$1.04M Buy
20,896
+8
+0% +$377 0.26% 47
2021
Q1 		$936K Buy
20,888
+1,920
+10% +$86.4K 0.25% 45
2020
Q4 		$839K Buy
18,968
+4,960
+35% +$204K 0.26% 39
2020
Q3 		$545K Hold
14,008
– – 0.2% 50
2020
Q2 		$488K Buy
14,008
+488
+4% +$15.2K 0.19% 52
2020
Q1 		$358K Buy
+13,520
New +$410K 0.16% 64

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

Zhang Financial's VGT Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Information Technology ETF (VGT) stake by 6.1% in Q2 2026, buying an estimated $351K and bringing the position to 55,695 shares worth $6.66M. The position accounts for 0.19% of the portfolio, ranked #71.

Zhang 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.

  • Zhang Financial held 55,695 shares of Vanguard Information Technology ETF worth $6.66M as of Q2 2026.
  • Zhang Financial bought 3,207 Vanguard Information Technology ETF shares in Q2 2026, an estimated $351K.
  • Vanguard Information Technology ETF made up 0.19% of Zhang Financial's portfolio in Q2 2026, its #71 holding.
  • Zhang 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 Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.