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Alteri Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Alteri Wealth’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 		$1.32M Buy
11,059
+403
+4% +$44.1K 0.37% 57
2026
Q1 		$929K Buy
10,656
+664
+7% +$61.1K 0.3% 76
2025
Q4 		$942K Sell
9,992
-104
-1% -$9.88K 0.31% 73
2025
Q3 		$942K Buy
10,096
+896
+10% +$78.3K 0.32% 73
2025
Q2 		$763K Sell
9,200
-1,432
-13% -$104K 0.3% 83
2025
Q1 		$721K Sell
10,632
-3,664
-26% -$276K 0.32% 76
2024
Q4 		$1.11M Buy
+14,296
New +$1.1M 0.31% 46

Other funds holding VGT

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Alteri Wealth's VGT Position: Q2 2026 in Review

Alteri Wealth increased its Vanguard Information Technology ETF (VGT) stake by 3.8% in Q2 2026, buying an estimated $44.1K and bringing the position to 11,059 shares worth $1.32M. The position accounts for 0.37% of the portfolio, ranked #57.

Alteri Wealth first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Alteri Wealth held 11,059 shares of Vanguard Information Technology ETF worth $1.32M as of Q2 2026.
  • Alteri Wealth bought 403 Vanguard Information Technology ETF shares in Q2 2026, an estimated $44.1K.
  • Vanguard Information Technology ETF made up 0.37% of Alteri Wealth's portfolio in Q2 2026, its #57 holding.
  • Alteri Wealth first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.