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

Endowment 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	–	Sell	-3,496	Closed	-$305K	–	189
2026 Q1	$305K	Hold	3,496	–	–	0.13%	106
2025 Q4	$329K	Buy	3,496 +8	+0.2%	+$760	0.15%	103
2025 Q3	$326K	Hold	3,488	–	–	0.15%	108
2025 Q2	$289K	Buy	+3,488	New	+$254K	0.15%	115
2025 Q1	–	Sell	-2,888	Closed	-$224K	–	155
2024 Q4	$224K	Buy	2,888 +8	+0.3%	+$614	0.15%	122
2024 Q3	$211K	Buy	2,880 +8	+0.3%	+$569	0.14%	122
2024 Q2	$207K	Buy	+2,872	New	+$191K	0.15%	115
2022 Q1	–	Sell	-3,928	Closed	-$225K	–	133
2021 Q4	$225K	Buy	+3,928	New	+$216K	0.23%	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

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

Endowment Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 3,496 shares — an estimated $305K sold.

Endowment Wealth Management first reported a position in VGT in Q4 2021 and held it in 8 quarters. The position peaked at $329K in Q4 2025. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Endowment Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Endowment Wealth Management sold 3,496 Vanguard Information Technology ETF shares in Q2 2026, an estimated $305K.
Endowment Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 8 quarters.
Endowment Wealth Management's Vanguard Information Technology ETF position peaked at $329K in Q4 2025.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.