AWM
VGT icon

Abound Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Abound Wealth 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 		$610K Sell
5,103
-209
-4% -$22.9K 0.12% 49
2026
Q1 		$464K Buy
5,312
+400
+8% +$36.8K 0.11% 54
2025
Q4 		$463K Buy
4,912
+8
+0.2% +$760 0.11% 52
2025
Q3 		$458K Buy
4,904
+2,376
+94% +$208K 0.11% 48
2025
Q2 		$210K Sell
2,528
-384
-13% -$27.9K 0.06% 74
2025
Q1 		$197K Buy
2,912
+224
+8% +$16.9K 0.07% 72
2024
Q4 		$209K Buy
2,688
+56
+2% +$4.3K 0.07% 65
2024
Q3 		$193K Sell
2,632
-344
-12% -$24.4K 0.06% 65
2024
Q2 		$215K Buy
2,976
+88
+3% +$5.85K 0.08% 58
2024
Q1 		$189K Buy
2,888
+992
+52% +$62.9K 0.07% 63
2023
Q4 		$115K Buy
1,896
+352
+23% +$19.6K 0.05% 79
2023
Q3 		$80.1K Buy
1,544
+776
+101% +$42.2K 0.03% 93
2023
Q2 		$42.4K Buy
768
+40
+5% +$2.01K 0.02% 148
2023
Q1 		$35.1K Sell
728
-24
-3% -$1.06K 0.02% 157
2022
Q4 		$30K Sell
752
-232
-24% -$9.47K 0.01% 156
2022
Q3 		$38K Hold
984
– – 0.02% 139
2022
Q2 		$40.3K Buy
+984
New +$44.3K 0.02% 69

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

Abound Wealth Management's VGT Position: Q2 2026 in Review

Abound Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 3.9% in Q2 2026, selling an estimated $22.9K and leaving 5,103 shares worth $610K. The position accounts for 0.12% of the portfolio, ranked #49.

Abound Wealth Management first reported a position in VGT in Q2 2022 and has held it in 17 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Abound Wealth Management held 5,103 shares of Vanguard Information Technology ETF worth $610K as of Q2 2026.
  • Abound Wealth Management sold 209 Vanguard Information Technology ETF shares in Q2 2026, an estimated $22.9K.
  • Vanguard Information Technology ETF made up 0.12% of Abound Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Abound Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.