Atlantic Family Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Atlantic Family 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	$8.25M	Buy	69,066 +9,018	+15%	+$987K	5.28%	5
2026 Q1	$5.24M	Buy	60,048 +5,616	+10%	+$517K	3.78%	6
2025 Q4	$5.13M	Buy	54,432 +416	+0.8%	+$39.5K	3.87%	5
2025 Q3	$5.04M	Buy	54,016 +1,360	+3%	+$119K	3.9%	5
2025 Q2	$4.37M	Sell	52,656 -1,720	-3%	-$125K	3.8%	5
2025 Q1	$3.69M	Buy	54,376 +584	+1%	+$44K	3.39%	5
2024 Q4	$4.18M	Buy	+53,792	New	+$4.13M	4.94%	4

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 Family Wealth's VGT Position: Q2 2026 in Review

Atlantic Family Wealth increased its Vanguard Information Technology ETF (VGT) stake by 15% in Q2 2026, buying an estimated $987K and bringing the position to 69,066 shares worth $8.25M. The position accounts for 5.28% of the portfolio, ranked #5.

Atlantic Family Wealth first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Atlantic Family Wealth held 69,066 shares of Vanguard Information Technology ETF worth $8.25M as of Q2 2026.
Atlantic Family Wealth bought 9,018 Vanguard Information Technology ETF shares in Q2 2026, an estimated $987K.
Vanguard Information Technology ETF made up 5.28% of Atlantic Family Wealth's portfolio in Q2 2026, its #5 holding.
Atlantic Family Wealth first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.