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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Information Technology ETF VGT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$151K Sell
1,265
-135
-10% -$14.8K 0.04% 202
2026
Q1 		$122K Sell
1,400
-528
-27% -$48.6K 0.04% 208
2025
Q4 		$182K Sell
1,928
-1,656
-46% -$157K 0.05% 177
2025
Q3 		$335K Hold
3,584
– – 0.11% 111
2025
Q2 		$297K Buy
3,584
+48
+1% +$3.49K 0.1% 112
2025
Q1 		$240K Sell
3,536
-576
-14% -$43.4K 0.09% 124
2024
Q4 		$320K Buy
4,112
+1,600
+64% +$123K 0.13% 107
2024
Q3 		$184K Sell
2,512
-48
-2% -$3.41K 0.09% 99
2024
Q2 		$185K Sell
2,560
-384
-13% -$25.5K 0.11% 97
2024
Q1 		$194K Sell
2,944
-72
-2% -$4.56K 0.13% 91
2023
Q4 		$183K Buy
3,016
+8
+0.3% +$446 0.12% 97
2023
Q3 		$156K Buy
+3,008
New +$164K 0.11% 99
2023
Q2 		– Sell
-864
Closed -$43.4K – 163
2023
Q1 		$41.7K Buy
864
+8
+0.9% +$354 0.03% 165
2022
Q4 		$34.4K Buy
+856
New +$34.9K 0.03% 175

Other funds holding VGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VGT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Vanguard Information Technology ETF (VGT) stake by 9.6% in Q2 2026, selling an estimated $14.8K and leaving 1,265 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #202.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VGT in Q4 2022 and has held it in 14 quarters since. The position peaked at $335K in Q3 2025. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,265 shares of Vanguard Information Technology ETF worth $151K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 135 Vanguard Information Technology ETF shares in Q2 2026, an estimated $14.8K.
  • Vanguard Information Technology ETF made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #202 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 14 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard Information Technology ETF position peaked at $335K in Q3 2025.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.