Innovative Wealth Building’s Vanguard Information Technology ETF VGT Stock Holding History

Innovative Wealth Building’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	$7M	Buy	58,592 +3,352	+6%	+$367K	4.07%	4
2026 Q1	$4.82M	Buy	55,240 +6,544	+13%	+$603K	3.39%	5
2025 Q4	$4.59M	Buy	48,696 +704	+1%	+$66.9K	3.34%	6
2025 Q3	$4.48M	Buy	47,992 +2,616	+6%	+$229K	3.49%	6
2025 Q2	$3.76M	Buy	45,376 +6,928	+18%	+$504K	3.12%	9
2025 Q1	$2.61M	Buy	38,448 +2,976	+8%	+$224K	2.4%	14
2024 Q4	$2.76M	Buy	+35,472	New	+$2.72M	2.49%	13

Other funds holding VGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Innovative Wealth Building's VGT Position: Q2 2026 in Review

Innovative Wealth Building increased its Vanguard Information Technology ETF (VGT) stake by 6.1% in Q2 2026, buying an estimated $367K and bringing the position to 58,592 shares worth $7M. The position accounts for 4.07% of the portfolio, ranked #4.

Innovative Wealth Building first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Innovative Wealth Building held 58,592 shares of Vanguard Information Technology ETF worth $7M as of Q2 2026.
Innovative Wealth Building bought 3,352 Vanguard Information Technology ETF shares in Q2 2026, an estimated $367K.
Vanguard Information Technology ETF made up 4.07% of Innovative Wealth Building's portfolio in Q2 2026, its #4 holding.
Innovative Wealth Building first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.