AWA
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Arkadios Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Arkadios Wealth Advisors’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 		$6.1M Sell
51,061
-3,483
-6% -$381K 0.09% 229
2026
Q1 		$4.76M Buy
54,544
+5,216
+11% +$480K 0.08% 268
2025
Q4 		$4.65M Sell
49,328
-3,960
-7% -$376K 0.09% 239
2025
Q3 		$4.97M Buy
53,288
+1,840
+4% +$161K 0.12% 194
2025
Q2 		$4.27M Sell
51,448
-4,400
-8% -$320K 0.13% 185
2025
Q1 		$3.79M Buy
55,848
+36,136
+183% +$2.72M 0.14% 165
2024
Q4 		$1.53M Buy
19,712
+1,144
+6% +$87.9K 0.08% 237
2024
Q3 		$1.36M Buy
18,568
+704
+4% +$50K 0.08% 248
2024
Q2 		$1.29M Sell
17,864
-792
-4% -$52.7K 0.09% 231
2024
Q1 		$1.22M Buy
18,656
+320
+2% +$20.3K 0.09% 202
2023
Q4 		$1.11M Sell
18,336
-968
-5% -$53.9K 0.09% 202
2023
Q3 		$1M Buy
19,304
+208
+1% +$11.3K 0.1% 207
2023
Q2 		$1.06M Sell
19,096
-128
-0.7% -$6.43K 0.12% 175
2023
Q1 		$926K Buy
19,224
+656
+4% +$29K 0.11% 196
2022
Q4 		$741K Buy
18,568
+952
+5% +$38.8K 0.1% 214
2022
Q3 		$677K Buy
17,616
+1,784
+11% +$78.5K 0.1% 212
2022
Q2 		$646K Buy
15,832
+3,032
+24% +$137K 0.1% 236
2022
Q1 		$666K Sell
12,800
-1,176
-8% -$60.3K 0.09% 252
2021
Q4 		$800K Sell
13,976
-1,472
-10% -$80.8K 0.11% 222
2021
Q3 		$775K Sell
15,448
-152
-1% -$7.88K 0.11% 206
2021
Q2 		$777K Buy
15,600
+5,712
+58% +$269K 0.09% 247
2021
Q1 		$443K Buy
9,888
+5,440
+122% +$245K 0.07% 269
2020
Q4 		$196K Buy
4,448
+280
+7% +$11.5K 0.04% 329
2020
Q3 		$170K Buy
4,168
+320
+8% +$12K 0.09% 202
2020
Q2 		$137K Sell
3,848
-280
-7% -$8.74K 0.08% 211
2020
Q1 		$109K Buy
4,128
+472
+13% +$14.3K 0.07% 225
2019
Q4 		$123K Buy
+3,656
New +$105K 0.07% 203

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

Arkadios Wealth Advisors's VGT Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 6.4% in Q2 2026, selling an estimated $381K and leaving 51,061 shares worth $6.1M. The position accounts for 0.09% of the portfolio, ranked #229.

Arkadios Wealth Advisors first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Arkadios Wealth Advisors held 51,061 shares of Vanguard Information Technology ETF worth $6.1M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,483 Vanguard Information Technology ETF shares in Q2 2026, an estimated $381K.
  • Vanguard Information Technology ETF made up 0.09% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.