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Aventura Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Aventura Private 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 		$145K Hold
1,216
– – 0.04% 204
2026
Q1 		$106K Hold
1,216
– – 0.04% 215
2025
Q4 		$115K Hold
1,216
– – 0.04% 201
2025
Q3 		$113K Hold
1,216
– – 0.04% 205
2025
Q2 		$101K Buy
1,216
+512
+73% +$37.2K 0.04% 205
2025
Q1 		$47.7K Hold
704
– – 0.03% 269
2024
Q4 		$54.7K Buy
+704
New +$54.1K 0.03% 248

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

Aventura Private Wealth's VGT Position: Q2 2026 in Review

Aventura Private Wealth held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 1,216 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #204.

Aventura Private Wealth first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Aventura Private Wealth held 1,216 shares of Vanguard Information Technology ETF worth $145K as of Q2 2026.
  • Aventura Private Wealth left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
  • Vanguard Information Technology ETF made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #204 holding.
  • Aventura Private Wealth first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.