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 Q3	$6.92M	Sell	55,028 -3,564	-6%	-$423K	3.83%	4
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Innovative Wealth Building's VGT Position: Q3 2026 in Review

Innovative Wealth Building reduced its Vanguard Information Technology ETF (VGT) stake by 6.1% in Q3 2026, selling an estimated $423K and leaving 55,028 shares worth $6.92M. The position accounts for 3.83% of the portfolio, ranked #4.

Innovative Wealth Building first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. The position peaked at $7M in Q2 2026. 2,009 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Innovative Wealth Building held 55,028 shares of Vanguard Information Technology ETF worth $6.92M as of Q3 2026.
Innovative Wealth Building sold 3,564 Vanguard Information Technology ETF shares in Q3 2026, an estimated $423K.
Vanguard Information Technology ETF made up 3.83% of Innovative Wealth Building's portfolio in Q3 2026, its #4 holding.
Innovative Wealth Building first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's Vanguard Information Technology ETF position peaked at $7M in Q2 2026.
2,009 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.