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

Evolution 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	$360K	Buy	3,008 +1,880	+167%	+$206K	0.21%	77
2026 Q1	$98.4K	Buy	1,128 +1,040	+1,182%	+$95.8K	0.07%	174
2025 Q4	$8.29K	Hold	88	–	–	0.01%	470
2025 Q3	$8.21K	Sell	88 -400	-82%	-$35K	0.01%	396
2025 Q2	$40.5K	Buy	+488	New	+$35.5K	0.05%	201

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 Management's VGT Position: Q2 2026 in Review

Evolution Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 167% in Q2 2026, buying an estimated $206K and bringing the position to 3,008 shares worth $360K. The position accounts for 0.21% of the portfolio, ranked #77.

Evolution Wealth Management first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Evolution Wealth Management held 3,008 shares of Vanguard Information Technology ETF worth $360K as of Q2 2026.
Evolution Wealth Management bought 1,880 Vanguard Information Technology ETF shares in Q2 2026, an estimated $206K.
Vanguard Information Technology ETF made up 0.21% of Evolution Wealth Management's portfolio in Q2 2026, its #77 holding.
Evolution Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.