Elevate Wealth Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

Elevate Wealth Advisory’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	$387K	Buy	3,241 +449	+16%	+$49.2K	0.22%	58
2026 Q1	$244K	Buy	2,792 +1,656	+146%	+$152K	0.15%	72
2025 Q4	$107K	Sell	1,136 -2,128	-65%	-$202K	0.07%	80
2025 Q3	$305K	Buy	3,264 +16	+0.5%	+$1.4K	0.22%	57
2025 Q2	$270K	Buy	3,248 +1,192	+58%	+$86.7K	0.19%	64
2025 Q1	$140K	Buy	2,056 +1,768	+614%	+$133K	0.1%	77
2024 Q4	$22.6K	Hold	288	–	–	0.02%	100
2024 Q3	$21.3K	Hold	288	–	–	0.02%	103
2024 Q2	$20.9K	Hold	288	–	–	0.02%	97
2024 Q1	$19K	Hold	288	–	–	0.02%	94
2023 Q4	$17.5K	Buy	+288	New	+$16K	0.02%	99

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

Elevate Wealth Advisory's VGT Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Vanguard Information Technology ETF (VGT) stake by 16% in Q2 2026, buying an estimated $49.2K and bringing the position to 3,241 shares worth $387K. The position accounts for 0.22% of the portfolio, ranked #58.

Elevate Wealth Advisory first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Elevate Wealth Advisory held 3,241 shares of Vanguard Information Technology ETF worth $387K as of Q2 2026.
Elevate Wealth Advisory bought 449 Vanguard Information Technology ETF shares in Q2 2026, an estimated $49.2K.
Vanguard Information Technology ETF made up 0.22% of Elevate Wealth Advisory's portfolio in Q2 2026, its #58 holding.
Elevate Wealth Advisory first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.