Chokshi & Queen Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Chokshi & Queen 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	$1.25M	Buy	10,428 +4	+0%	+$438	0.58%	22
2026 Q1	$909K	Hold	10,424	–	–	0.49%	24
2025 Q4	$982K	Hold	10,424	–	–	0.51%	25
2025 Q3	$973K	Hold	10,424	–	–	0.52%	23
2025 Q2	$864K	Hold	10,424	–	–	0.5%	23
2025 Q1	$707K	Hold	10,424	–	–	0.43%	27
2024 Q4	$810K	Buy	+10,424	New	+$801K	0.5%	20

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

Chokshi & Queen Wealth Advisors's VGT Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.04% in Q2 2026, buying an estimated $438 and bringing the position to 10,428 shares worth $1.25M. The position accounts for 0.58% of the portfolio, ranked #22.

Chokshi & Queen Wealth Advisors first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,193 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Chokshi & Queen Wealth Advisors held 10,428 shares of Vanguard Information Technology ETF worth $1.25M as of Q2 2026.
Chokshi & Queen Wealth Advisors bought 4 Vanguard Information Technology ETF shares in Q2 2026, an estimated $438.
Vanguard Information Technology ETF made up 0.58% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Chokshi & Queen Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,193 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.