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Innovative Asset Advisors Group’s Vanguard Information Technology ETF VGT Stock Holding History

Innovative Asset Advisors Group’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 		$2.01M Buy
16,826
+626
+4% +$68.5K 0.88% 22
2026
Q1 		$1.41M Buy
+16,200
New +$1.49M 0.82% 25

Other funds holding VGT

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Innovative Asset Advisors Group's VGT Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Vanguard Information Technology ETF (VGT) stake by 3.9% in Q2 2026, buying an estimated $68.5K and bringing the position to 16,826 shares worth $2.01M. The position accounts for 0.88% of the portfolio, ranked #22.

Innovative Asset Advisors Group first reported a position in VGT in Q1 2026 and has held it in 2 quarters since. 2,114 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Innovative Asset Advisors Group held 16,826 shares of Vanguard Information Technology ETF worth $2.01M as of Q2 2026.
  • Innovative Asset Advisors Group bought 626 Vanguard Information Technology ETF shares in Q2 2026, an estimated $68.5K.
  • Vanguard Information Technology ETF made up 0.88% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #22 holding.
  • Innovative Asset Advisors Group first reported a position in Vanguard Information Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,114 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.