Core Wealth Advisors (Florida)’s Vanguard Information Technology ETF VGT Stock Holding History

Core Wealth Advisors (Florida)’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	$316K	Hold	2,648	–	–	0.06%	105
2026 Q1	$231K	Hold	2,648	–	–	0.06%	102
2025 Q4	$250K	Hold	2,648	–	–	0.06%	83
2025 Q3	$247K	Buy	+2,648	New	+$231K	0.06%	81
2024 Q2	–	Sell	-248	Closed	-$16.3K	–	230
2024 Q1	$16.3K	Hold	248	–	–	0.01%	156
2023 Q4	$15K	Hold	248	–	–	0.01%	157
2023 Q3	$12.9K	Hold	248	–	–	0.01%	137
2023 Q2	$13.7K	Hold	248	–	–	0.01%	137
2023 Q1	$11.9K	Hold	248	–	–	﹤0.01%	140
2022 Q4	$9.9K	Hold	248	–	–	﹤0.01%	161
2022 Q3	$10K	Buy	+248	New	+$10.9K	0.01%	142

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

Core Wealth Advisors (Florida)'s VGT Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,648 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #105.

Core Wealth Advisors (Florida) first reported a position in VGT in Q3 2022 and has held it in 11 quarters since. 2,179 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Core Wealth Advisors (Florida) held 2,648 shares of Vanguard Information Technology ETF worth $316K as of Q2 2026.
Core Wealth Advisors (Florida) left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.06% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #105 holding.
Core Wealth Advisors (Florida) first reported a position in Vanguard Information Technology ETF in Q3 2022 and has held it in 11 quarters since.
2,179 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.