Flywheel Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Flywheel Private Wealth’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	$608K	Sell	5,087 -1	-0%	-$109	0.3%	45
2026 Q1	$444K	Hold	5,088	–	–	0.25%	51
2025 Q4	$479K	Sell	5,088 -80	-2%	-$7.6K	0.3%	41
2025 Q3	$482K	Hold	5,168	–	–	0.38%	40
2025 Q2	$428K	Hold	5,168	–	–	0.34%	42
2025 Q1	$350K	Sell	5,168 -280	-5%	-$21.1K	0.32%	51
2024 Q4	$423K	Buy	+5,448	New	+$418K	0.39%	43

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Flywheel Private Wealth's VGT Position: Q2 2026 in Review

Flywheel Private Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 0.02% in Q2 2026, selling an estimated $109 and leaving 5,087 shares worth $608K. The position accounts for 0.3% of the portfolio, ranked #45.

Flywheel Private Wealth first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Flywheel Private Wealth held 5,087 shares of Vanguard Information Technology ETF worth $608K as of Q2 2026.
Flywheel Private Wealth sold 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
Vanguard Information Technology ETF made up 0.3% of Flywheel Private Wealth's portfolio in Q2 2026, its #45 holding.
Flywheel Private Wealth first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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