DWM Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

DWM Financial Group’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	$424K	Buy	+563	New	+$61.6K	0.38%	22

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

DWM Financial Group's VGT Position: Q2 2026 in Review

DWM Financial Group opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 563 shares worth $424K. The stake represents 0.38% of the portfolio and ranks #22 among its holdings.

2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

DWM Financial Group held 563 shares of Vanguard Information Technology ETF worth $424K as of Q2 2026.
Vanguard Information Technology ETF was a new DWM Financial Group position in Q2 2026.
Vanguard Information Technology ETF made up 0.38% of DWM Financial Group's portfolio in Q2 2026, its #22 holding.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.