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

Activest 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	$325K	Sell	2,722 -3,334	-55%	-$365K	0.06%	87
2026 Q1	$528K	Buy	6,056 +584	+11%	+$53.8K	0.09%	89
2025 Q4	$515K	Sell	5,472 -15,536	-74%	-$1.48M	0.1%	90
2025 Q3	$1.96M	Buy	+21,008	New	+$1.84M	0.4%	34
2025 Q2	–	Hold	0	–	–	–	975
2025 Q1	–	Hold	0	–	–	–	929
2024 Q4	–	Sell	-8	Closed	-$614	–	685
2024 Q3	$331	Buy	+8	New	+$569	﹤0.01%	501
2024 Q2	–	Hold	0	–	–	–	512
2022 Q1	–	Sell	-1,744	Closed	-$100K	–	380
2021 Q4	$100K	Sell	1,744 -1,728	-50%	-$94.9K	0.06%	73
2021 Q3	$174K	Hold	3,472	–	–	0.12%	57
2021 Q2	$173K	Sell	3,472 -4,368	-56%	-$206K	0.13%	53
2021 Q1	$351K	Buy	+7,840	New	+$353K	0.29%	42

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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

Activest Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 55% in Q2 2026, selling an estimated $365K and leaving 2,722 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #87.

Activest Wealth Management first reported a position in VGT in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.96M in Q3 2025. 913 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Activest Wealth Management held 2,722 shares of Vanguard Information Technology ETF worth $325K as of Q2 2026.
Activest Wealth Management sold 3,334 Vanguard Information Technology ETF shares in Q2 2026, an estimated $365K.
Vanguard Information Technology ETF made up 0.06% of Activest Wealth Management's portfolio in Q2 2026, its #87 holding.
Activest Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 9 quarters since.
Activest Wealth Management's Vanguard Information Technology ETF position peaked at $1.96M in Q3 2025.
913 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.