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Dakota Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Dakota Wealth Management’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 		$5.72M Sell
47,865
-359
-0.7% -$39.3K 0.11% 175
2026
Q1 		$4.21M Sell
48,224
-6,744
-12% -$621K 0.09% 190
2025
Q4 		$5.18M Sell
54,968
-5,360
-9% -$509K 0.09% 170
2025
Q3 		$5.63M Buy
60,328
+8,792
+17% +$768K 0.11% 149
2025
Q2 		$4.27M Buy
51,536
+3,160
+7% +$230K 0.09% 179
2025
Q1 		$3.28M Sell
48,376
-2,136
-4% -$161K 0.08% 191
2024
Q4 		$3.93M Buy
50,512
+7,112
+16% +$546K 0.09% 178
2024
Q3 		$3.18M Buy
43,400
+6,736
+18% +$479K 0.07% 222
2024
Q2 		$2.64M Buy
36,664
+16
+0% +$1.06K 0.06% 228
2024
Q1 		$2.4M Buy
36,648
+20,784
+131% +$1.32M 0.06% 241
2023
Q4 		$960K Buy
15,864
+1,400
+10% +$78K 0.04% 316
2023
Q3 		$750K Buy
14,464
+4,504
+45% +$245K 0.03% 333
2023
Q2 		$550K Sell
9,960
-1,352
-12% -$67.9K 0.03% 360
2023
Q1 		$545K Buy
11,312
+920
+9% +$40.7K 0.04% 352
2022
Q4 		$415K Sell
10,392
-1,040
-9% -$42.4K 0.03% 392
2022
Q3 		$439K Sell
11,432
-848
-7% -$37.3K 0.04% 360
2022
Q2 		$501K Buy
12,280
+160
+1% +$7.21K 0.05% 281
2022
Q1 		$631K Buy
12,120
+8,016
+195% +$411K 0.05% 253
2021
Q4 		$235K Buy
+4,104
New +$225K 0.02% 337

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Dakota Wealth Management's VGT Position: Q2 2026 in Review

Dakota Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.74% in Q2 2026, selling an estimated $39.3K and leaving 47,865 shares worth $5.72M. The position accounts for 0.11% of the portfolio, ranked #175.

Dakota Wealth Management first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Dakota Wealth Management held 47,865 shares of Vanguard Information Technology ETF worth $5.72M as of Q2 2026.
  • Dakota Wealth Management sold 359 Vanguard Information Technology ETF shares in Q2 2026, an estimated $39.3K.
  • Vanguard Information Technology ETF made up 0.11% of Dakota Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Dakota Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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