Evolution Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Evolution Wealth Advisors’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	$6.13M	Buy	51,267 +3	+0%	+$328	0.72%	27
2026 Q1	$4.47M	Sell	51,264 -1,272	-2%	-$117K	0.46%	30
2025 Q4	$4.95M	Sell	52,536 -1,240	-2%	-$118K	0.5%	29
2025 Q3	$5.02M	Sell	53,776 -2,864	-5%	-$250K	0.67%	29
2025 Q2	$4.7M	Sell	56,640 -200	-0.4%	-$14.5K	0.69%	28
2025 Q1	$3.85M	Sell	56,840 -1,128	-2%	-$85K	0.64%	31
2024 Q4	$4.51M	Buy	57,968 +2,784	+5%	+$214K	0.75%	27
2024 Q3	$4.05M	Sell	55,184 -280	-0.5%	-$19.9K	0.73%	29
2024 Q2	$4M	Sell	55,464 -1,080	-2%	-$71.8K	0.78%	29
2024 Q1	$3.71M	Sell	56,544 -1,224	-2%	-$77.6K	0.71%	31
2023 Q4	$3.49M	Sell	57,768 -232	-0.4%	-$12.9K	0.7%	34
2023 Q3	$3.01M	Sell	58,000 -2,800	-5%	-$152K	0.67%	36
2023 Q2	$3.36M	Buy	60,800 +6,720	+12%	+$337K	0.74%	33
2023 Q1	$2.61M	Sell	54,080 -13,240	-20%	-$585K	0.63%	36
2022 Q4	$2.69M	Buy	+67,320	New	+$2.75M	0.68%	35
2021 Q4	–	Sell	-160	Closed	-$8K	–	611
2021 Q3	$8K	Hold	160	–	–	﹤0.01%	438
2021 Q2	$8K	Hold	160	–	–	﹤0.01%	450
2021 Q1	$7K	Hold	160	–	–	﹤0.01%	489
2020 Q4	$7K	Sell	160 -13,536	-99%	-$557K	﹤0.01%	408
2020 Q3	$533K	Buy	13,696 +7,416	+118%	+$279K	0.15%	58
2020 Q2	$219K	Sell	6,280 -16,064	-72%	-$501K	0.07%	76
2020 Q1	$592K	Sell	22,344 -1,936	-8%	-$58.7K	0.24%	39
2019 Q4	$743K	Buy	24,280 +17,080	+237%	+$489K	0.19%	42
2019 Q3	$194K	Sell	7,200 -320	-4%	-$8.62K	0.09%	32
2019 Q2	$198K	Sell	7,520 -1,600	-18%	-$41.3K	0.09%	42
2019 Q1	$229K	Sell	9,120 -14,520	-61%	-$337K	0.11%	43
2018 Q4	$493K	Buy	+23,640	New	+$536K	0.23%	50

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

Evolution Wealth Advisors's VGT Position: Q2 2026 in Review

Evolution Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.01% in Q2 2026, buying an estimated $328 and bringing the position to 51,267 shares worth $6.13M. The position accounts for 0.72% of the portfolio, ranked #27.

Evolution Wealth Advisors first reported a position in VGT in Q4 2018 and has held it in 27 quarters since. 2,189 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Evolution Wealth Advisors held 51,267 shares of Vanguard Information Technology ETF worth $6.13M as of Q2 2026.
Evolution Wealth Advisors bought 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
Vanguard Information Technology ETF made up 0.72% of Evolution Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Evolution Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 27 quarters since.
2,189 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.