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

Accurate 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	$1.48M	Buy	12,550 +342	+3%	+$37.4K	0.14%	167
2026 Q1	$1.13M	Buy	12,208 +24	+0.2%	+$2.21K	0.14%	165
2025 Q4	$1.16M	Buy	12,184 +576	+5%	+$54.7K	0.15%	157
2025 Q3	$1.08M	Buy	11,608 +3,608	+45%	+$315K	0.14%	153
2025 Q2	$675K	Sell	8,000 -88	-1%	-$6.4K	0.1%	213
2025 Q1	$526K	Buy	8,088 +48	+0.6%	+$3.62K	0.1%	200
2024 Q4	$617K	Buy	8,040 +1,080	+16%	+$83K	0.12%	179
2024 Q3	$519K	Buy	6,960 +8	+0.1%	+$569	0.1%	188
2024 Q2	$524K	Buy	6,952 +1,504	+28%	+$100K	0.13%	161
2024 Q1	$327K	Buy	5,448 +1,816	+50%	+$115K	0.1%	194
2023 Q4	$218K	Sell	3,632 -368	-9%	-$20.5K	0.07%	252
2023 Q3	$213K	Buy	+4,000	New	+$217K	0.07%	250
2023 Q1	–	Sell	-1,920	Closed	-$78.3K	–	1415
2022 Q4	$78.3K	Buy	+1,920	New	+$78.3K	0.03%	357
2022 Q2	–	Sell	-5,600	Closed	-$292K	–	197
2022 Q1	$292K	Sell	5,600 -1,600	-22%	-$82.1K	0.13%	125
2021 Q4	$379K	Buy	7,200 +240	+3%	+$13.2K	0.31%	86
2021 Q3	$359K	Buy	6,960 +160	+2%	+$8.29K	0.31%	86
2021 Q2	$339K	Buy	+6,800	New	+$321K	0.3%	84

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Accurate Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 2.8% in Q2 2026, buying an estimated $37.4K and bringing the position to 12,550 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #167.

Accurate Wealth Management first reported a position in VGT in Q2 2021 and has held it in 17 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Accurate Wealth Management held 12,550 shares of Vanguard Information Technology ETF worth $1.48M as of Q2 2026.
Accurate Wealth Management bought 342 Vanguard Information Technology ETF shares in Q2 2026, an estimated $37.4K.
Vanguard Information Technology ETF made up 0.14% of Accurate Wealth Management's portfolio in Q2 2026, its #167 holding.
Accurate Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 17 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.