Curio Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Curio Wealth’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	–	Sell	-416	Closed	-$36.3K	–	1105
2026 Q1	$36.3K	Sell	416 -440	-51%	-$40.5K	0.01%	151
2025 Q4	$82K	Buy	856 +744	+664%	+$70.7K	0.03%	116
2025 Q3	$10.5K	Hold	112	–	–	﹤0.01%	187
2025 Q2	$9.29K	Buy	112 +104	+1,300%	+$7.56K	﹤0.01%	208
2025 Q1	$8.71K	Sell	8 -104	-93%	-$7.83K	﹤0.01%	240
2024 Q4	$8.71K	Buy	+112	New	+$8.6K	﹤0.01%	226

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

Curio Wealth's VGT Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 416 shares — an estimated $36.3K sold.

Curio Wealth first reported a position in VGT in Q4 2024 and held it in 6 quarters. The position peaked at $82K in Q4 2025. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Curio Wealth reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 416 Vanguard Information Technology ETF shares in Q2 2026, an estimated $36.3K.
Curio Wealth first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's Vanguard Information Technology ETF position peaked at $82K in Q4 2025.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.