FWL Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

FWL Investment 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	$683K	Sell	5,714 -374	-6%	-$41K	0.13%	73
2026 Q1	$531K	Buy	6,088 +512	+9%	+$47.1K	0.12%	78
2025 Q4	$525K	Hold	5,576	–	–	0.13%	64
2025 Q3	$520K	Hold	5,576	–	–	0.14%	63
2025 Q2	$462K	Hold	5,576	–	–	0.14%	66
2025 Q1	$378K	Hold	5,576	–	–	0.14%	66
2024 Q4	$433K	Buy	5,576 +5,320	+2,078%	+$409K	0.16%	65
2024 Q3	$18.8K	Buy	256 +88	+52%	+$6.25K	0.01%	190
2024 Q2	$12.1K	Hold	168	–	–	0.01%	182
2024 Q1	$11K	Hold	168	–	–	0.01%	158
2023 Q4	$10.2K	Hold	168	–	–	0.01%	160
2023 Q3	$8.71K	Buy	+168	New	+$9.13K	0.01%	149

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

FWL Investment Management's VGT Position: Q2 2026 in Review

FWL Investment Management reduced its Vanguard Information Technology ETF (VGT) stake by 6.1% in Q2 2026, selling an estimated $41K and leaving 5,714 shares worth $683K. The position accounts for 0.13% of the portfolio, ranked #73.

FWL Investment Management first reported a position in VGT in Q3 2023 and has held it in 12 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

FWL Investment Management held 5,714 shares of Vanguard Information Technology ETF worth $683K as of Q2 2026.
FWL Investment Management sold 374 Vanguard Information Technology ETF shares in Q2 2026, an estimated $41K.
Vanguard Information Technology ETF made up 0.13% of FWL Investment Management's portfolio in Q2 2026, its #73 holding.
FWL Investment Management first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 12 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.