Curated Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Curated Wealth Partners’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	$4.08M	Sell	34,168 -104	-0.3%	-$11.4K	0.47%	21
2026 Q1	$2.99M	Sell	34,272 -72	-0.2%	-$6.63K	0.38%	23
2025 Q4	$3.24M	Hold	34,344	–	–	0.35%	24
2025 Q3	$3.21M	Hold	34,344	–	–	0.39%	16
2025 Q2	$2.85M	Sell	34,344 -184	-0.5%	-$13.4K	0.33%	19
2025 Q1	$2.34M	Sell	34,528 -872	-2%	-$65.7K	0.3%	22
2024 Q4	$2.75M	Sell	35,400 -40	-0.1%	-$3.07K	0.31%	18
2024 Q3	$2.6M	Sell	35,440 -608	-2%	-$43.2K	0.33%	18
2024 Q2	$2.6M	Buy	+36,048	New	+$2.4M	0.36%	17
2024 Q1	–	Sell	-34,240	Closed	-$2.17M	–	262
2023 Q4	$2.07M	Sell	34,240 -800	-2%	-$44.6K	0.34%	20
2023 Q3	$1.82M	Hold	35,040	–	–	0.33%	19
2023 Q2	$1.94M	Hold	35,040	–	–	0.38%	18
2023 Q1	$1.69M	Hold	35,040	–	–	0.38%	18
2022 Q4	$1.4M	Hold	35,040	–	–	0.34%	21
2022 Q3	$1.35M	Hold	35,040	–	–	0.4%	20
2022 Q2	$1.43M	Buy	35,040 +2,080	+6%	+$93.7K	0.42%	18
2022 Q1	$1.89M	Hold	32,960	–	–	0.64%	14
2021 Q4	$1.89M	Hold	32,960	–	–	0.61%	15
2021 Q3	$1.65M	Hold	32,960	–	–	0.92%	16
2021 Q2	$1.64M	Hold	32,960	–	–	0.89%	17
2021 Q1	$1.48M	Hold	32,960	–	–	0.91%	20
2020 Q4	$1.46M	Buy	+32,960	New	+$1.36M	0.94%	18

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

Curated Wealth Partners's VGT Position: Q2 2026 in Review

Curated Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 0.3% in Q2 2026, selling an estimated $11.4K and leaving 34,168 shares worth $4.08M. The position accounts for 0.47% of the portfolio, ranked #21.

Curated Wealth Partners first reported a position in VGT in Q4 2020 and has held it in 22 quarters since. 2,193 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Curated Wealth Partners held 34,168 shares of Vanguard Information Technology ETF worth $4.08M as of Q2 2026.
Curated Wealth Partners sold 104 Vanguard Information Technology ETF shares in Q2 2026, an estimated $11.4K.
Vanguard Information Technology ETF made up 0.47% of Curated Wealth Partners's portfolio in Q2 2026, its #21 holding.
Curated Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 22 quarters since.
2,193 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.