Cura Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Cura 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	$562K	Hold	4,704	–	–	0.24%	57
2026 Q1	$410K	Hold	4,704	–	–	0.18%	68
2025 Q4	$443K	Hold	4,704	–	–	0.17%	68
2025 Q3	$439K	Hold	4,704	–	–	0.17%	62
2025 Q2	$390K	Hold	4,704	–	–	0.16%	62
2025 Q1	$319K	Buy	4,704 +1,840	+64%	+$139K	0.13%	72
2024 Q4	$223K	Buy	+2,864	New	+$220K	0.1%	87

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

Cura Wealth Advisors's VGT Position: Q2 2026 in Review

Cura Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 4,704 shares worth $562K. The position accounts for 0.24% of the portfolio, ranked #57.

Cura Wealth Advisors first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Cura Wealth Advisors held 4,704 shares of Vanguard Information Technology ETF worth $562K as of Q2 2026.
Cura Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.24% of Cura Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Cura Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.