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Atria Investments’s Vanguard Information Technology ETF VGT Stock Holding History

Atria Investments’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 		$20.5M Sell
171,937
-5,031
-3% -$551K 0.21% 92
2026
Q1 		$15.4M Buy
176,968
+4,296
+2% +$396K 0.17% 115
2025
Q4 		$16.3M Buy
172,672
+13,264
+8% +$1.26M 0.18% 112
2025
Q3 		$14.9M Sell
159,408
-6,448
-4% -$563K 0.17% 119
2025
Q2 		$13.8M Buy
165,856
+41,816
+34% +$3.04M 0.16% 126
2025
Q1 		$8.41M Sell
124,040
-9,000
-7% -$678K 0.11% 221
2024
Q4 		$10.3M Buy
133,040
+20,872
+19% +$1.6M 0.13% 181
2024
Q3 		$8.22M Buy
112,168
+11,368
+11% +$808K 0.1% 227
2024
Q2 		$7.27M Buy
100,800
+6,328
+7% +$421K 0.09% 243
2024
Q1 		$6.19M Buy
94,472
+26,112
+38% +$1.66M 0.09% 286
2023
Q4 		$4.14M Sell
68,360
-112,016
-62% -$6.24M 0.06% 347
2023
Q3 		$9.35M Buy
180,376
+104,072
+136% +$5.66M 0.17% 141
2023
Q2 		$4.22M Buy
76,304
+3,520
+5% +$177K 0.08% 312
2023
Q1 		$3.51M Buy
72,784
+32,672
+81% +$1.44M 0.07% 347
2022
Q4 		$1.6M Sell
40,112
-5,584
-12% -$228K 0.03% 594
2022
Q3 		$1.76M Sell
45,696
-27,568
-38% -$1.21M 0.04% 525
2022
Q2 		$2.99M Sell
73,264
-119,384
-62% -$5.38M 0.06% 376
2022
Q1 		$10M Sell
192,648
-353,392
-65% -$18.1M 0.18% 145
2021
Q4 		$31.3M Buy
546,040
+34,616
+7% +$1.9M 0.56% 27
2021
Q3 		$25.7M Buy
511,424
+59,520
+13% +$3.09M 0.46% 38
2021
Q2 		$22.5M Buy
451,904
+343,528
+317% +$16.2M 0.43% 42
2021
Q1 		$4.86M Sell
108,376
-200,176
-65% -$9M 0.11% 216
2020
Q4 		$13.6M Buy
308,552
+97,048
+46% +$3.99M 0.33% 66
2020
Q3 		$8.23M Buy
211,504
+109,016
+106% +$4.1M 0.25% 95
2020
Q2 		$3.57M Buy
102,488
+88,360
+625% +$2.76M 0.12% 192
2020
Q1 		$374K Sell
14,128
-35,752
-72% -$1.08M 0.03% 405
2019
Q4 		$1.53M Sell
49,880
-14,000
-22% -$401K 0.04% 395
2019
Q3 		$1.72M Buy
63,880
+2,760
+5% +$74.3K 0.06% 268
2019
Q2 		$1.6M Buy
61,120
+1,400
+2% +$36.1K 0.06% 273
2019
Q1 		$1.5M Buy
+59,720
New +$1.39M 0.06% 257
2018
Q4 		– Sell
-61,168
Closed -$1.55M – 1011
2018
Q3 		$1.55M Sell
61,168
-2,632
-4% -$64K 0.06% 292
2018
Q2 		$1.45M Buy
63,800
+3,960
+7% +$88.9K 0.06% 297
2018
Q1 		$1.28M Buy
59,840
+1,280
+2% +$27.9K 0.06% 294
2017
Q4 		$1.21M Sell
58,560
-2,368
-4% -$48K 0.06% 295
2017
Q3 		$1.16M Buy
60,928
+20,416
+50% +$378K 0.06% 279
2017
Q2 		$713K Buy
40,512
+16,176
+66% +$285K 0.04% 355
2017
Q1 		$413K Buy
24,336
+5,216
+27% +$85.2K 0.03% 435
2016
Q4 		$290K Sell
19,120
-3,624
-16% -$54.6K 0.02% 476
2016
Q3 		$342K Buy
+22,744
New +$330K 0.03% 377
2015
Q1 		– Sell
-130,000
Closed -$1.7M – 445
2014
Q4 		$1.7M Sell
130,000
-2,320
-2% -$29.6K 0.18% 88
2014
Q3 		$1.66M Sell
132,320
-2,776
-2% -$34.5K 0.17% 107
2014
Q2 		$1.63M Buy
135,096
+2,016
+2% +$23.3K 0.16% 116
2014
Q1 		$1.52M Buy
133,080
+5,944
+5% +$66.9K 0.16% 119
2013
Q4 		$1.42M Buy
127,136
+31,360
+33% +$332K 0.14% 127
2013
Q3 		$966K Buy
+95,776
New +$942K 0.1% 161

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

Atria Investments's VGT Position: Q2 2026 in Review

Atria Investments reduced its Vanguard Information Technology ETF (VGT) stake by 2.8% in Q2 2026, selling an estimated $551K and leaving 171,937 shares worth $20.5M. The position accounts for 0.21% of the portfolio, ranked #92.

Atria Investments first reported a position in VGT in Q3 2013 and has held it in 45 quarters since. The position peaked at $31.3M in Q4 2021. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Atria Investments held 171,937 shares of Vanguard Information Technology ETF worth $20.5M as of Q2 2026.
  • Atria Investments sold 5,031 Vanguard Information Technology ETF shares in Q2 2026, an estimated $551K.
  • Vanguard Information Technology ETF made up 0.21% of Atria Investments's portfolio in Q2 2026, its #92 holding.
  • Atria Investments first reported a position in Vanguard Information Technology ETF in Q3 2013 and has held it in 45 quarters since.
  • Atria Investments's Vanguard Information Technology ETF position peaked at $31.3M in Q4 2021.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.