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Avestar Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Avestar Capital’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
2023
Q4 		– Sell
-4,000
Closed -$207K – 441
2023
Q3 		$207K Buy
+4,000
New +$217K 0.03% 324

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

Avestar Capital's VGT Position: Q2 2026 in Review

Avestar Capital reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q2 2026, selling an estimated $86.1K and leaving 6,198 shares worth $741K. The position accounts for 0.04% of the portfolio, ranked #297.

Avestar Capital first reported a position in VGT in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.66M in Q4 2024. 2,196 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Avestar Capital held 6,198 shares of Vanguard Information Technology ETF worth $741K as of Q2 2026.
  • Avestar Capital sold 786 Vanguard Information Technology ETF shares in Q2 2026, an estimated $86.1K.
  • Vanguard Information Technology ETF made up 0.04% of Avestar Capital's portfolio in Q2 2026, its #297 holding.
  • Avestar Capital first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 22 quarters since.
  • Avestar Capital's Vanguard Information Technology ETF position peaked at $1.66M in Q4 2024.
  • 2,196 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.