Balanced Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

Balanced Wealth Group’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	$507K	Buy	4,245 +205	+5%	+$22.4K	0.16%	51
2026 Q1	$352K	Sell	4,040 -248	-6%	-$22.8K	0.13%	56
2025 Q4	$403K	Sell	4,288 -192	-4%	-$18.2K	0.15%	53
2025 Q3	$368K	Hold	4,480	–	–	0.16%	51
2025 Q2	$387K	Hold	4,480	–	–	0.17%	49
2025 Q1	$304K	Buy	4,480 +8	+0.2%	+$603	0.15%	52
2024 Q4	$345K	Buy	4,472 +8	+0.2%	+$614	0.15%	54
2024 Q3	$327K	Buy	4,464 +8	+0.2%	+$569	0.14%	54
2024 Q2	$324K	Sell	4,456 -600	-12%	-$39.9K	0.15%	55
2024 Q1	$326K	Sell	5,056 -408	-7%	-$25.9K	0.15%	57
2023 Q4	$331K	Buy	+5,464	New	+$304K	0.17%	51

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

Balanced Wealth Group's VGT Position: Q2 2026 in Review

Balanced Wealth Group increased its Vanguard Information Technology ETF (VGT) stake by 5.1% in Q2 2026, buying an estimated $22.4K and bringing the position to 4,245 shares worth $507K. The position accounts for 0.16% of the portfolio, ranked #51.

Balanced Wealth Group first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Balanced Wealth Group held 4,245 shares of Vanguard Information Technology ETF worth $507K as of Q2 2026.
Balanced Wealth Group bought 205 Vanguard Information Technology ETF shares in Q2 2026, an estimated $22.4K.
Vanguard Information Technology ETF made up 0.16% of Balanced Wealth Group's portfolio in Q2 2026, its #51 holding.
Balanced Wealth Group first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.