Gratus Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Gratus Wealth Advisors’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	$32.4M	Sell	271,486 -4,354	-2%	-$477K	4.13%	11
2026 Q1	$24.1M	Sell	275,840 -22,672	-8%	-$2.09M	3.48%	12
2025 Q4	$28.1M	Sell	298,512 -3,920	-1%	-$372K	3.9%	13
2025 Q3	$28.2M	Sell	302,432 -3,504	-1%	-$306K	3.97%	13
2025 Q2	$25.4M	Sell	305,936 -568	-0.2%	-$41.3K	3.84%	13
2025 Q1	$20.8M	Sell	306,504 -5,456	-2%	-$411K	3.41%	13
2024 Q4	$24.2M	Sell	311,960 -4,112	-1%	-$316K	3.88%	11
2024 Q3	$22.9M	Buy	316,072 +856	+0.3%	+$60.8K	3.75%	13
2024 Q2	$22.6M	Sell	315,216 -3,160	-1%	-$210K	3.89%	12
2024 Q1	$19.6M	Sell	318,376 -37,528	-11%	-$2.38M	3.6%	13
2023 Q4	$21.5M	Buy	+355,904	New	+$19.8M	4.25%	10

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

Gratus Wealth Advisors's VGT Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q2 2026, selling an estimated $477K and leaving 271,486 shares worth $32.4M. The position accounts for 4.13% of the portfolio, ranked #11.

Gratus Wealth Advisors first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Gratus Wealth Advisors held 271,486 shares of Vanguard Information Technology ETF worth $32.4M as of Q2 2026.
Gratus Wealth Advisors sold 4,354 Vanguard Information Technology ETF shares in Q2 2026, an estimated $477K.
Vanguard Information Technology ETF made up 4.13% of Gratus Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Gratus Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.