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

Consultiva 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	$942K	Buy	7,881 +3,985	+102%	+$436K	2.12%	10
2026 Q1	$340K	Hold	3,896	–	–	0.99%	16
2025 Q4	$367K	Sell	3,896 -1,248	-24%	-$119K	1.03%	17
2025 Q3	$480K	Hold	5,144	–	–	1.35%	13
2025 Q2	$426K	Hold	5,144	–	–	1.32%	14
2025 Q1	$349K	Buy	+5,144	New	+$388K	1.2%	15

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

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

Consultiva Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 102% in Q2 2026, buying an estimated $436K and bringing the position to 7,881 shares worth $942K. The position accounts for 2.12% of the portfolio, ranked #10.

Consultiva Wealth Management first reported a position in VGT in Q1 2025 and has held it in 6 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Consultiva Wealth Management held 7,881 shares of Vanguard Information Technology ETF worth $942K as of Q2 2026.
Consultiva Wealth Management bought 3,985 Vanguard Information Technology ETF shares in Q2 2026, an estimated $436K.
Vanguard Information Technology ETF made up 2.12% of Consultiva Wealth Management's portfolio in Q2 2026, its #10 holding.
Consultiva Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 6 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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