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

Bernard 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	$2.87K	Hold	24	–	–	﹤0.01%	266
2026 Q1	$2.09K	Hold	24	–	–	﹤0.01%	290
2025 Q4	$2.26K	Hold	24	–	–	﹤0.01%	275
2025 Q3	$2.24K	Buy	+24	New	+$2.1K	﹤0.01%	267

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

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

Bernard Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 24 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Bernard Wealth Management first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Bernard Wealth Management held 24 shares of Vanguard Information Technology ETF worth $2.87K as of Q2 2026.
Bernard Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #266 holding.
Bernard Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.