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

HighMark 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	$38.5K	Buy	322 +2	+0.6%	+$219	0.01%	192
2026 Q1	$28K	Hold	320	–	–	0.01%	204
2025 Q4	$30.3K	Hold	320	–	–	0.01%	212
2025 Q3	$29.9K	Hold	320	–	–	0.01%	202
2025 Q2	$26.6K	Hold	320	–	–	0.01%	206
2025 Q1	$21.7K	Hold	320	–	–	0.01%	195
2024 Q4	$24.8K	Hold	320	–	–	0.01%	179
2024 Q3	$23.4K	Hold	320	–	–	0.01%	192
2024 Q2	$22.9K	Hold	320	–	–	0.01%	190
2024 Q1	$20.9K	Buy	+320	New	+$20.3K	0.01%	194

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

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

HighMark Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.63% in Q2 2026, buying an estimated $219 and bringing the position to 322 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #192.

HighMark Wealth Management first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

HighMark Wealth Management held 322 shares of Vanguard Information Technology ETF worth $38.5K as of Q2 2026.
HighMark Wealth Management bought 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #192 holding.
HighMark Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.