Avior Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Avior 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	$1.13M	Sell	9,424 -1,528	-14%	-$167K	0.03%	334
2026 Q1	$955K	Buy	10,952 +328	+3%	+$30.2K	0.03%	366
2025 Q4	$1M	Buy	10,624 +152	+1%	+$14.4K	0.03%	313
2025 Q3	$977K	Sell	10,472 -64	-0.6%	-$5.59K	0.03%	303
2025 Q2	$874K	Sell	10,536 -1,648	-14%	-$120K	0.03%	321
2025 Q1	$826K	Buy	12,184 +448	+4%	+$33.8K	0.03%	301
2024 Q4	$912K	Buy	11,736 +1,240	+12%	+$95.2K	0.03%	302
2024 Q3	$770K	Buy	10,496 +192	+2%	+$13.6K	0.03%	340
2024 Q2	$743K	Buy	10,304 +2,784	+37%	+$185K	0.03%	334
2024 Q1	$493K	Sell	7,520 -888	-11%	-$56.3K	0.02%	458
2023 Q4	$509K	Buy	8,408 +8	+0.1%	+$446	0.03%	343
2023 Q3	$436K	Buy	8,400 +8	+0.1%	+$435	0.03%	359
2023 Q2	$464K	Buy	8,392 +1,864	+29%	+$93.6K	0.03%	360
2023 Q1	$315K	Buy	6,528 +2,448	+60%	+$108K	0.02%	441
2022 Q4	$163K	Sell	4,080 -1,656	-29%	-$67.6K	0.01%	494
2022 Q3	$220K	Sell	5,736 -368	-6%	-$16.2K	0.02%	439
2022 Q2	$249K	Sell	6,104 -120	-2%	-$5.41K	0.03%	387
2022 Q1	$324K	Sell	6,224 -1,008	-14%	-$51.7K	0.03%	371
2021 Q4	$414K	Sell	7,232 -1,136	-14%	-$62.4K	0.03%	353
2021 Q3	$419K	Sell	8,368 -30,624	-79%	-$1.59M	0.03%	341
2021 Q2	$1.94M	Sell	38,992 -3,824	-9%	-$180K	0.2%	106
2021 Q1	$1.92M	Buy	42,816 +41,672	+3,643%	+$1.87M	0.21%	108
2020 Q4	$50K	Sell	1,144 -8	-0.7%	-$329	0.01%	491
2020 Q3	$45K	Buy	1,152 +88	+8%	+$3.31K	0.01%	507
2020 Q2	$37K	Buy	1,064 +664	+166%	+$20.7K	0.01%	514
2020 Q1	$10K	Buy	+400	New	+$12.1K	﹤0.01%	580
2018 Q4	–	Sell	-1,072	Closed	-$27K	–	763
2018 Q3	$27K	Buy	1,072 +8	+0.8%	+$195	0.01%	524
2018 Q2	$24K	Hold	1,064	–	–	0.01%	526
2018 Q1	$23K	Hold	1,064	–	–	0.01%	534
2017 Q4	$22K	Buy	1,064 +8	+0.8%	+$162	﹤0.01%	538
2017 Q3	$20K	Hold	1,056	–	–	0.01%	276
2017 Q2	$19K	Hold	1,056	–	–	0.01%	256
2017 Q1	$18K	Buy	1,056 +320	+43%	+$5.23K	0.01%	303
2016 Q4	$11K	Buy	736 +8	+1%	+$121	﹤0.01%	326
2016 Q3	$11K	Hold	728	–	–	﹤0.01%	330
2016 Q2	$10K	Hold	728	–	–	﹤0.01%	338
2016 Q1	$10K	Buy	728 +8	+1%	+$102	﹤0.01%	348
2015 Q4	$10K	Buy	+720	New	+$9.82K	0.01%	320

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

Avior Wealth Management's VGT Position: Q2 2026 in Review

Avior Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 14% in Q2 2026, selling an estimated $167K and leaving 9,424 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #334.

Avior Wealth Management first reported a position in VGT in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.94M in Q2 2021. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Avior Wealth Management held 9,424 shares of Vanguard Information Technology ETF worth $1.13M as of Q2 2026.
Avior Wealth Management sold 1,528 Vanguard Information Technology ETF shares in Q2 2026, an estimated $167K.
Vanguard Information Technology ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #334 holding.
Avior Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2015 and has held it in 38 quarters since.
Avior Wealth Management's Vanguard Information Technology ETF position peaked at $1.94M in Q2 2021.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.