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

Copia 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	$152K	Hold	1,272	–	–	0.09%	130
2026 Q1	$111K	Buy	1,272 +1,000	+368%	+$92.1K	0.08%	137
2025 Q4	$25.6K	Hold	272	–	–	0.02%	256
2025 Q3	$25.4K	Hold	272	–	–	0.02%	251
2025 Q2	$22.6K	Hold	272	–	–	0.02%	231
2025 Q1	$18.4K	Sell	272 -120	-31%	-$9.04K	0.02%	232
2024 Q4	$30.5K	Buy	+392	New	+$30.1K	0.03%	175

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

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

Copia Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 1,272 shares worth $152K. The position accounts for 0.09% of the portfolio, ranked #130.

Copia Wealth Management first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Copia Wealth Management held 1,272 shares of Vanguard Information Technology ETF worth $152K as of Q2 2026.
Copia Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.09% of Copia Wealth Management's portfolio in Q2 2026, its #130 holding.
Copia Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.