Atlantic Edge Private Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Atlantic Edge Private 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	$56.4K	Hold	472	–	–	0.01%	245
2026 Q1	$41.2K	Hold	472	–	–	0.01%	253
2025 Q4	$44.5K	Hold	472	–	–	0.01%	230
2025 Q3	$44.1K	Hold	472	–	–	0.01%	230
2025 Q2	$39.1K	Hold	472	–	–	0.01%	229
2025 Q1	$32K	Buy	+472	New	+$35.6K	0.01%	232

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

Atlantic Edge Private Wealth Management's VGT Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 472 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #245.

Atlantic Edge Private Wealth Management first reported a position in VGT in Q1 2025 and has held it in 6 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Atlantic Edge Private Wealth Management held 472 shares of Vanguard Information Technology ETF worth $56.4K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #245 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 6 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.