Cerro Pacific Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Cerro Pacific 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	$413K	Hold	3,456	–	–	0.09%	123
2026 Q1	$301K	Sell	3,456 -136	-4%	-$12.5K	0.08%	131
2025 Q4	$338K	Sell	3,592 -248	-6%	-$23.6K	0.09%	121
2025 Q3	$358K	Sell	3,840 -2,000	-34%	-$175K	0.1%	115
2025 Q2	$484K	Buy	5,840 +72	+1%	+$5.24K	0.13%	109
2025 Q1	$448K	Hold	5,768	–	–	0.15%	108
2024 Q4	$423K	Buy	5,768 +112	+2%	+$8.6K	0.14%	111
2024 Q3	$408K	Hold	5,656	–	–	0.15%	107
2024 Q2	$408K	Buy	+5,656	New	+$376K	0.16%	108
2023 Q1	$253K	Sell	5,256 -320	-6%	-$14.1K	0.14%	128
2022 Q4	$223K	Buy	5,576 +200	+4%	+$8.16K	0.12%	148
2022 Q3	$207K	Hold	5,376	–	–	0.13%	142
2022 Q2	$220K	Hold	5,376	–	–	0.14%	135
2022 Q1	$280K	Buy	5,376 +432	+9%	+$22.2K	0.17%	111
2021 Q4	$283K	Hold	4,944	–	–	0.18%	110
2021 Q3	$248K	Hold	4,944	–	–	0.18%	110
2021 Q2	$246K	Buy	+4,944	New	+$233K	0.18%	109
2020 Q4	$369K	Buy	+8,344	New	+$343K	0.22%	87

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

Cerro Pacific Wealth Advisors's VGT Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 3,456 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #123.

Cerro Pacific Wealth Advisors first reported a position in VGT in Q4 2020 and has held it in 18 quarters since. The position peaked at $484K in Q2 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Cerro Pacific Wealth Advisors held 3,456 shares of Vanguard Information Technology ETF worth $413K as of Q2 2026.
Cerro Pacific Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.09% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Cerro Pacific Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's Vanguard Information Technology ETF position peaked at $484K in Q2 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.