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

Aviso 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	$1.67M	Sell	13,939 -85	-0.6%	-$9.31K	0.57%	40
2026 Q1	$1.22M	Sell	14,024 -80	-0.6%	-$7.37K	0.55%	43
2025 Q4	$1.33M	Buy	14,104 +544	+4%	+$51.7K	0.56%	42
2025 Q3	$1.27M	Sell	13,560 -600	-4%	-$52.4K	0.55%	45
2025 Q2	$1.17M	Hold	14,160	–	–	0.55%	46
2025 Q1	$960K	Sell	14,160 -1,096	-7%	-$82.6K	0.51%	52
2024 Q4	$1.19M	Hold	15,256	–	–	0.6%	45
2024 Q3	$1.12M	Sell	15,256 -3,600	-19%	-$256K	0.61%	41
2024 Q2	$1.36M	Hold	18,856	–	–	0.81%	29
2024 Q1	$1.24M	Hold	18,856	–	–	0.78%	30
2023 Q4	$1.14M	Buy	+18,856	New	+$1.05M	0.83%	31

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

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

Aviso Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.61% in Q2 2026, selling an estimated $9.31K and leaving 13,939 shares worth $1.67M. The position accounts for 0.57% of the portfolio, ranked #40.

Aviso Wealth Management first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Aviso Wealth Management held 13,939 shares of Vanguard Information Technology ETF worth $1.67M as of Q2 2026.
Aviso Wealth Management sold 85 Vanguard Information Technology ETF shares in Q2 2026, an estimated $9.31K.
Vanguard Information Technology ETF made up 0.57% of Aviso Wealth Management's portfolio in Q2 2026, its #40 holding.
Aviso Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.