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

Diversify 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	$12M	Sell	107,116 -706,740	-87%	-$77.4M	0.2%	103
2026 Q1	$10.5M	Buy	813,856 +726,272	+829%	+$66.9M	0.19%	113
2025 Q4	$8.37M	Buy	87,584 +36,088	+70%	+$3.43M	0.39%	59
2025 Q3	$5.12M	Sell	51,496 -1,128	-2%	-$98.6K	0.3%	98
2025 Q2	$4.64M	Sell	52,624 -168	-0.3%	-$12.2K	0.29%	101
2025 Q1	$3.62M	Sell	52,792 -58,696	-53%	-$4.42M	0.27%	111
2024 Q4	$8.55M	Buy	111,488 +3,328	+3%	+$256K	0.67%	32
2024 Q3	$8.07M	Buy	108,160 +6,736	+7%	+$479K	0.78%	27
2024 Q2	$6.53M	Buy	+101,424	New	+$6.74M	0.81%	25

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

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

Diversify Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 87% in Q2 2026, selling an estimated $77.4M and leaving 107,116 shares worth $12M. The position accounts for 0.2% of the portfolio, ranked #103.

Diversify Wealth Management first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Diversify Wealth Management held 107,116 shares of Vanguard Information Technology ETF worth $12M as of Q2 2026.
Diversify Wealth Management sold 706,740 Vanguard Information Technology ETF shares in Q2 2026, an estimated $77.4M.
Vanguard Information Technology ETF made up 0.2% of Diversify Wealth Management's portfolio in Q2 2026, its #103 holding.
Diversify Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.