BWM
VGT icon

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

BlackDiamond 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 		$420K Sell
3,496
-40
-1% -$4.38K 0.17% 126
2026
Q1 		$308K Hold
3,536
– – 0.15% 134
2025
Q4 		$332K Sell
3,536
-536
-13% -$50.9K 0.16% 131
2025
Q3 		$380K Buy
4,072
+8
+0.2% +$699 0.21% 94
2025
Q2 		$333K Sell
4,064
-56
-1% -$4.07K 0.19% 101
2025
Q1 		$294K Sell
4,120
-704
-15% -$53K 0.2% 100
2024
Q4 		$375K Buy
4,824
+88
+2% +$6.76K 0.22% 98
2024
Q3 		$369K Sell
4,736
-1,488
-24% -$106K 0.22% 102
2024
Q2 		$414K Sell
6,224
-120
-2% -$7.98K 0.27% 82
2024
Q1 		$416K Buy
6,344
+192
+3% +$12.2K 0.3% 83
2023
Q4 		$389K Hold
6,152
– – 0.29% 81
2023
Q3 		$311K Sell
6,152
-16
-0.3% -$870 0.28% 87
2023
Q2 		$350K Sell
6,168
-280
-4% -$14.1K 0.3% 80
2023
Q1 		$297K Sell
6,448
-40
-0.6% -$1.77K 0.3% 75
2022
Q4 		$265K Buy
6,488
+16
+0.2% +$653 0.3% 82
2022
Q3 		$268K Sell
6,472
-128
-2% -$5.63K 0.32% 77
2022
Q2 		$292K Buy
6,600
+8
+0.1% +$360 0.36% 81
2022
Q1 		$343K Sell
6,592
-736
-10% -$37.8K 0.41% 72
2021
Q4 		$420K Buy
+7,328
New +$402K 0.48% 68

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

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

BlackDiamond Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q2 2026, selling an estimated $4.38K and leaving 3,496 shares worth $420K. The position accounts for 0.17% of the portfolio, ranked #126.

BlackDiamond Wealth Management first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • BlackDiamond Wealth Management held 3,496 shares of Vanguard Information Technology ETF worth $420K as of Q2 2026.
  • BlackDiamond Wealth Management sold 40 Vanguard Information Technology ETF shares in Q2 2026, an estimated $4.38K.
  • Vanguard Information Technology ETF made up 0.17% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #126 holding.
  • BlackDiamond Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.