CPWL
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Coquina Private Wealth LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Coquina Private Wealth LLC’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 		$862K Buy
7,213
+21
+0.3% +$2.3K 0.59% 30
2026
Q1 		$627K Sell
7,192
-488
-6% -$44.9K 0.5% 33
2025
Q4 		$723K Buy
+7,680
New +$730K 0.58% 30

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Coquina Private Wealth LLC's VGT Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its Vanguard Information Technology ETF (VGT) stake by 0.29% in Q2 2026, buying an estimated $2.3K and bringing the position to 7,213 shares worth $862K. The position accounts for 0.59% of the portfolio, ranked #30.

Coquina Private Wealth LLC first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Coquina Private Wealth LLC held 7,213 shares of Vanguard Information Technology ETF worth $862K as of Q2 2026.
  • Coquina Private Wealth LLC bought 21 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.3K.
  • Vanguard Information Technology ETF made up 0.59% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #30 holding.
  • Coquina Private Wealth LLC first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.