Elevatus Welath Management’s Vanguard Information Technology ETF VGT Stock Holding History

Elevatus Welath 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	$2.1M	Buy	17,551 +15	+0.1%	+$1.64K	0.51%	47
2026 Q1	$1.53M	Sell	17,536 -864	-5%	-$79.6K	0.8%	34
2025 Q4	$1.73M	Hold	18,400	–	–	0.47%	55
2025 Q3	$1.72M	Buy	18,400 +24	+0.1%	+$2.1K	0.5%	48
2025 Q2	$1.52M	Hold	18,376	–	–	0.51%	40
2025 Q1	$1.25M	Hold	18,376	–	–	0.71%	28
2024 Q4	$1.43M	Sell	18,376 -40	-0.2%	-$3.07K	0.49%	32
2024 Q3	$1.35M	Buy	18,416 +1,728	+10%	+$123K	0.44%	34
2024 Q2	$1.2M	Sell	16,688 -920	-5%	-$61.2K	0.45%	47
2024 Q1	$1.15M	Buy	17,608 +808	+5%	+$51.2K	0.46%	34
2023 Q4	$1.02M	Buy	16,800 +1,696	+11%	+$94.5K	0.46%	36
2023 Q3	$783K	Buy	+15,104	New	+$821K	0.71%	28

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

Elevatus Welath Management's VGT Position: Q2 2026 in Review

Elevatus Welath Management increased its Vanguard Information Technology ETF (VGT) stake by 0.09% in Q2 2026, buying an estimated $1.64K and bringing the position to 17,551 shares worth $2.1M. The position accounts for 0.51% of the portfolio, ranked #47.

Elevatus Welath Management first reported a position in VGT in Q3 2023 and has held it in 12 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Elevatus Welath Management held 17,551 shares of Vanguard Information Technology ETF worth $2.1M as of Q2 2026.
Elevatus Welath Management bought 15 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.64K.
Vanguard Information Technology ETF made up 0.51% of Elevatus Welath Management's portfolio in Q2 2026, its #47 holding.
Elevatus Welath Management first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 12 quarters since.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.