CWM
VGT icon

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

Chemistry 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 		$717K Buy
6,002
+2
+0% +$219 0.11% 109
2026
Q1 		$523K Hold
6,000
– – 0.09% 115
2025
Q4 		$565K Buy
6,000
+856
+17% +$81.3K 0.11% 110
2025
Q3 		$480K Buy
5,144
+8
+0.2% +$699 0.09% 121
2025
Q2 		$426K Sell
5,136
-744
-13% -$54.1K 0.09% 121
2025
Q1 		$399K Buy
5,880
+32
+0.5% +$2.41K 0.09% 116
2024
Q4 		$455K Hold
5,848
– – 0.11% 109
2024
Q3 		$429K Buy
5,848
+752
+15% +$53.4K 0.1% 111
2024
Q2 		$367K Sell
5,096
-312
-6% -$20.7K 0.09% 115
2024
Q1 		$354K Hold
5,408
– – 0.1% 125
2023
Q4 		$327K Buy
5,408
+8
+0.1% +$446 0.1% 121
2023
Q3 		$280K Hold
5,400
– – 0.09% 127
2023
Q2 		$299K Sell
5,400
-280
-5% -$14.1K 0.1% 121
2023
Q1 		$274K Hold
5,680
– – 0.1% 122
2022
Q4 		$227K Buy
+5,680
New +$232K 0.09% 124
2022
Q2 		– Sell
-4,040
Closed -$210K – 144
2022
Q1 		$210K Buy
+4,040
New +$207K 0.07% 132

Other funds holding VGT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Chemistry Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.03% in Q2 2026, buying an estimated $219 and bringing the position to 6,002 shares worth $717K. The position accounts for 0.11% of the portfolio, ranked #109.

Chemistry Wealth Management first reported a position in VGT in Q1 2022 and has held it in 16 quarters since. 1,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Chemistry Wealth Management held 6,002 shares of Vanguard Information Technology ETF worth $717K as of Q2 2026.
  • Chemistry Wealth Management bought 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
  • Vanguard Information Technology ETF made up 0.11% of Chemistry Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Chemistry Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 16 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.