HWM
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HB Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

HB 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 		$26.8M Sell
223,842
-9,086
-4% -$995K 0.15% 86
2026
Q1 		$20.3M Sell
232,928
-1,304
-0.6% -$120K 0.13% 88
2025
Q4 		$22.1M Buy
234,232
+21,168
+10% +$2.01M 0.14% 83
2025
Q3 		$19.9M Buy
213,064
+114,528
+116% +$10M 0.13% 86
2025
Q2 		$8.17M Sell
98,536
-68,488
-41% -$4.98M 0.06% 164
2025
Q1 		$11.3M Buy
167,024
+52,960
+46% +$3.99M 0.09% 118
2024
Q4 		$8.87M Buy
114,064
+848
+0.7% +$65.1K 0.09% 109
2024
Q3 		$8.3M Buy
113,216
+4,024
+4% +$286K 0.09% 109
2024
Q2 		$7.87M Buy
109,192
+4,496
+4% +$299K 0.09% 106
2024
Q1 		$6.86M Sell
104,696
-2,496
-2% -$158K 0.09% 123
2023
Q4 		$6.49M Buy
107,192
+3,584
+3% +$200K 0.09% 117
2023
Q3 		$5.37M Sell
103,608
-1,472
-1% -$80K 0.09% 119
2023
Q2 		$5.81M Sell
105,080
-7,840
-7% -$394K 0.09% 111
2023
Q1 		$5.44M Buy
112,920
+1,656
+1% +$73.2K 0.09% 109
2022
Q4 		$4.44M Buy
111,264
+34,720
+45% +$1.42M 0.08% 119
2022
Q3 		$2.94M Buy
76,544
+13,384
+21% +$589K 0.06% 142
2022
Q2 		$2.58M Buy
63,160
+21,864
+53% +$985K 0.05% 151
2022
Q1 		$2.15M Sell
41,296
-22,536
-35% -$1.16M 0.04% 172
2021
Q4 		$3.66M Buy
+63,832
New +$3.5M 0.07% 104

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HB Wealth Management's VGT Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 3.9% in Q2 2026, selling an estimated $995K and leaving 223,842 shares worth $26.8M. The position accounts for 0.15% of the portfolio, ranked #86.

HB Wealth Management first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • HB Wealth Management held 223,842 shares of Vanguard Information Technology ETF worth $26.8M as of Q2 2026.
  • HB Wealth Management sold 9,086 Vanguard Information Technology ETF shares in Q2 2026, an estimated $995K.
  • Vanguard Information Technology ETF made up 0.15% of HB Wealth Management's portfolio in Q2 2026, its #86 holding.
  • HB Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.