CWA
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Canvas Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Canvas Wealth Advisors’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 		$976K Buy
8,168
+8
+0.1% +$876 0.14% 84
2026
Q1 		$712K Buy
8,160
+5,488
+205% +$505K 0.12% 98
2025
Q4 		$252K Sell
2,672
-184
-6% -$17.5K 0.04% 186
2025
Q3 		$270K Hold
2,856
– – 0.05% 170
2025
Q2 		$248K Sell
2,856
-2,464
-46% -$179K 0.05% 174
2025
Q1 		$335K Buy
5,320
+784
+17% +$59.1K 0.09% 127
2024
Q4 		$353K Hold
4,536
– – 0.09% 120
2024
Q3 		$333K Buy
4,536
+40
+0.9% +$2.84K 0.09% 119
2024
Q2 		$309K Hold
4,496
– – 0.1% 107
2024
Q1 		$280K Sell
4,496
-968
-18% -$61.4K 0.09% 106
2023
Q4 		$329K Buy
5,464
+1,048
+24% +$58.4K 0.12% 96
2023
Q3 		$226K Hold
4,416
– – 0.09% 112
2023
Q2 		$247K Sell
4,416
-184
-4% -$9.24K 0.09% 116
2023
Q1 		$219K Sell
4,600
-816
-15% -$36.1K 0.09% 128
2022
Q4 		$225K Sell
5,416
-800
-13% -$32.6K 0.09% 131
2022
Q3 		$252K Sell
6,216
-600
-9% -$26.4K 0.11% 107
2022
Q2 		$278K Sell
6,816
-19,288
-74% -$869K 0.11% 101
2022
Q1 		$1.22M Buy
+26,104
New +$1.34M 0.44% 55

Other funds holding VGT

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Canvas Wealth Advisors's VGT Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.1% in Q2 2026, buying an estimated $876 and bringing the position to 8,168 shares worth $976K. The position accounts for 0.14% of the portfolio, ranked #84.

Canvas Wealth Advisors first reported a position in VGT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.22M in Q1 2022. 656 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Canvas Wealth Advisors held 8,168 shares of Vanguard Information Technology ETF worth $976K as of Q2 2026.
  • Canvas Wealth Advisors bought 8 Vanguard Information Technology ETF shares in Q2 2026, an estimated $876.
  • Vanguard Information Technology ETF made up 0.14% of Canvas Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Canvas Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 18 quarters since.
  • Canvas Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.22M in Q1 2022.
  • 656 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.