IWN
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Independent Wealth Network’s Vanguard Information Technology ETF VGT Stock Holding History

Independent Wealth Network’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 		$699K Buy
5,846
+462
+9% +$50.6K 0.18% 145
2026
Q1 		$469K Buy
5,384
+216
+4% +$19.9K 0.14% 175
2025
Q4 		$487K Buy
5,168
+248
+5% +$23.6K 0.15% 152
2025
Q3 		$459K Buy
4,920
+440
+10% +$38.4K 0.15% 157
2025
Q2 		$371K Buy
4,480
+456
+11% +$33.2K 0.14% 171
2025
Q1 		$273K Sell
4,024
-312
-7% -$23.5K 0.11% 188
2024
Q4 		$337K Buy
4,336
+168
+4% +$12.9K 0.14% 164
2024
Q3 		$306K Sell
4,168
-1,032
-20% -$73.3K 0.14% 168
2024
Q2 		$375K Sell
5,200
-304
-6% -$20.2K 0.17% 142
2024
Q1 		$361K Buy
5,504
+96
+2% +$6.08K 0.17% 146
2023
Q4 		$327K Sell
5,408
-488
-8% -$27.2K 0.17% 140
2023
Q3 		$306K Sell
5,896
-2,256
-28% -$123K 0.19% 131
2023
Q2 		$451K Sell
8,152
-112
-1% -$5.62K 0.27% 98
2023
Q1 		$398K Sell
8,264
-440
-5% -$19.5K 0.25% 98
2022
Q4 		$348K Sell
8,704
-464
-5% -$18.9K 0.24% 105
2022
Q3 		$352K Buy
9,168
+576
+7% +$25.3K 0.28% 99
2022
Q2 		$351K Sell
8,592
-1,176
-12% -$53K 0.25% 107
2022
Q1 		$509K Buy
9,768
+2,864
+41% +$147K 0.32% 84
2021
Q4 		$395K Buy
6,904
+144
+2% +$7.91K 0.24% 113
2021
Q3 		$372K Buy
+6,760
New +$350K 0.24% 115

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

Independent Wealth Network's VGT Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Information Technology ETF (VGT) stake by 8.6% in Q2 2026, buying an estimated $50.6K and bringing the position to 5,846 shares worth $699K. The position accounts for 0.18% of the portfolio, ranked #145.

Independent Wealth Network first reported a position in VGT in Q3 2021 and has held it in 20 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Independent Wealth Network held 5,846 shares of Vanguard Information Technology ETF worth $699K as of Q2 2026.
  • Independent Wealth Network bought 462 Vanguard Information Technology ETF shares in Q2 2026, an estimated $50.6K.
  • Vanguard Information Technology ETF made up 0.18% of Independent Wealth Network's portfolio in Q2 2026, its #145 holding.
  • Independent Wealth Network first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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