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Discipline Wealth Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Discipline Wealth Solutions’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 		$2.39M Buy
19,960
+14,512
+266% +$1.59M 0.21% 59
2026
Q1 		$475K Buy
5,448
+2,504
+85% +$231K 0.05% 114
2025
Q4 		$277K Buy
+2,944
New +$280K 0.05% 141

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

Discipline Wealth Solutions's VGT Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Vanguard Information Technology ETF (VGT) stake by 266% in Q2 2026, buying an estimated $1.59M and bringing the position to 19,960 shares worth $2.39M. The position accounts for 0.21% of the portfolio, ranked #59.

Discipline Wealth Solutions first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Discipline Wealth Solutions held 19,960 shares of Vanguard Information Technology ETF worth $2.39M as of Q2 2026.
  • Discipline Wealth Solutions bought 14,512 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.59M.
  • Vanguard Information Technology ETF made up 0.21% of Discipline Wealth Solutions's portfolio in Q2 2026, its #59 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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