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	$469K	Buy	403,154 +368,882	+1,076%	+$40.4M	0.06%	288
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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Curated Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 1,076% in Q2 2026, buying an estimated $40.4M and bringing the position to 403,154 shares worth $469K. The position accounts for 0.06% of the portfolio, ranked #288.

Curated Wealth Partners first reported a position in VGT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.24M in Q4 2025. 847 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Curated Wealth Partners held 403,154 shares of Vanguard Information Technology ETF worth $469K as of Q2 2026.
Curated Wealth Partners bought 368,882 Vanguard Information Technology ETF shares in Q2 2026, an estimated $40.4M.
Vanguard Information Technology ETF made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #288 holding.
Curated Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 22 quarters since.
Curated Wealth Partners's Vanguard Information Technology ETF position peaked at $3.24M in Q4 2025.
847 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.