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

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

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. 2,197 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.
2,197 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.