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

Golden State 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	$374K	Buy	3,132 +2,732	+683%	+$299K	0.03%	326
2026 Q1	$35.1K	Sell	400 -1,128	-74%	-$104K	﹤0.01%	775
2025 Q4	$144K	Buy	1,528 +104	+7%	+$9.88K	0.02%	447
2025 Q3	$134K	Sell	1,424 -16	-1%	-$1.4K	0.01%	442
2025 Q2	$120K	Buy	1,440 +312	+28%	+$22.7K	0.01%	446
2025 Q1	$77K	Buy	1,128 +168	+18%	+$12.7K	0.01%	506
2024 Q4	$75.1K	Buy	+960	New	+$73.7K	0.01%	486
2022 Q1	$409K	Sell	7,848 -384	-5%	-$19.7K	0.08%	198
2021 Q4	$472K	Sell	8,232 -400	-5%	-$22K	0.08%	223
2021 Q3	$433K	Sell	8,632 -200	-2%	-$10.4K	0.09%	183
2021 Q2	$440K	Buy	+8,832	New	+$417K	0.1%	181
2020 Q2	–	Sell	-3,040	Closed	-$80K	–	911
2020 Q1	$80K	Buy	+3,040	New	+$92.1K	0.04%	285
2019 Q4	–	Sell	-7,592	Closed	-$204K	–	914
2019 Q3	$204K	Sell	7,592 -7,272	-49%	-$196K	0.07%	200
2019 Q2	$391K	Hold	14,864	–	–	0.12%	143
2019 Q1	$373K	Buy	+14,864	New	+$345K	0.12%	143

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

Golden State Wealth Management's VGT Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 683% in Q2 2026, buying an estimated $299K and bringing the position to 3,132 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #326.

Golden State Wealth Management first reported a position in VGT in Q1 2019 and has held it in 15 quarters since. The position peaked at $472K in Q4 2021. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Golden State Wealth Management held 3,132 shares of Vanguard Information Technology ETF worth $374K as of Q2 2026.
Golden State Wealth Management bought 2,732 Vanguard Information Technology ETF shares in Q2 2026, an estimated $299K.
Vanguard Information Technology ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #326 holding.
Golden State Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 15 quarters since.
Golden State Wealth Management's Vanguard Information Technology ETF position peaked at $472K in Q4 2021.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.