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

Cyndeo 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	$349K	Buy	2,917 +29	+1%	+$3.17K	0.02%	411
2026 Q1	$252K	Hold	2,888	–	–	0.01%	440
2025 Q4	$272K	Buy	2,888 +8	+0.3%	+$760	0.01%	415
2025 Q3	$269K	Hold	2,880	–	–	0.01%	410
2025 Q2	$239K	Buy	+2,880	New	+$209K	0.01%	431
2025 Q1	–	Sell	-2,880	Closed	-$224K	–	478
2024 Q4	$224K	Sell	2,880 -80	-3%	-$6.14K	0.02%	415
2024 Q3	$217K	Buy	+2,960	New	+$210K	0.02%	424

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

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

Cyndeo Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 1% in Q2 2026, buying an estimated $3.17K and bringing the position to 2,917 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #411.

Cyndeo Wealth Partners first reported a position in VGT in Q3 2024 and has held it in 7 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Cyndeo Wealth Partners held 2,917 shares of Vanguard Information Technology ETF worth $349K as of Q2 2026.
Cyndeo Wealth Partners bought 29 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.17K.
Vanguard Information Technology ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #411 holding.
Cyndeo Wealth Partners first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.