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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
2024
Q2 		– Sell
-34,240
Closed -$2.24M – 255
2024
Q1 		$2.24M Buy
+34,240
New +$2.17M 0.33% 19

Other funds holding VGT

Cambridge Investment Research Advisors
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
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 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

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. 863 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.
  • 863 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.