IFWM
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Institute for Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Institute for 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 		$2.68M Sell
22,459
-15,981
-42% -$1.75M 0.24% 83
2026
Q1 		$3.35M Buy
38,440
+3,056
+9% +$281K 0.36% 58
2025
Q4 		$3.33M Buy
35,384
+48
+0.1% +$4.56K 0.35% 57
2025
Q3 		$3.3M Buy
35,336
+2,744
+8% +$240K 0.34% 56
2025
Q2 		$2.7M Buy
32,592
+12,560
+63% +$913K 0.3% 68
2025
Q1 		$1.36M Sell
20,032
-5,216
-21% -$393K 0.17% 131
2024
Q4 		$1.96M Sell
25,248
-288
-1% -$22.1K 0.25% 86
2024
Q3 		$1.87M Buy
25,536
+784
+3% +$55.7K 0.24% 95
2024
Q2 		$1.78M Buy
24,752
+2,360
+11% +$157K 0.24% 91
2024
Q1 		$1.47M Buy
22,392
+440
+2% +$27.9K 0.19% 116
2023
Q4 		$1.33M Sell
21,952
-1,512
-6% -$84.2K 0.22% 115
2023
Q3 		$1.22M Sell
23,464
-3,744
-14% -$204K 0.22% 113
2023
Q2 		$1.5M Sell
27,208
-160
-0.6% -$8.04K 0.25% 97
2023
Q1 		$1.32M Sell
27,368
-64
-0.2% -$2.83K 0.25% 104
2022
Q4 		$1.1M Sell
27,432
-904
-3% -$36.9K 0.23% 119
2022
Q3 		$1.09M Buy
28,336
+9,920
+54% +$436K 0.24% 110
2022
Q2 		$752K Sell
18,416
-10,408
-36% -$469K 0.15% 174
2022
Q1 		$1.5M Buy
28,824
+1,232
+4% +$63.2K 0.24% 106
2021
Q4 		$1.58M Sell
27,592
-1,968
-7% -$108K 0.26% 99
2021
Q3 		$1.48M Sell
29,560
-624
-2% -$32.3K 0.26% 96
2021
Q2 		$1.5M Buy
30,184
+8
+0% +$377 0.26% 95
2021
Q1 		$1.35M Buy
30,176
+6,248
+26% +$281K 0.26% 100
2020
Q4 		$1.06M Buy
23,928
+1,360
+6% +$55.9K 0.21% 115
2020
Q3 		$879K Sell
22,568
-2,584
-10% -$97.3K 0.2% 128
2020
Q2 		$876K Sell
25,152
-4,216
-14% -$132K 0.21% 123
2020
Q1 		$778K Sell
29,368
-5,256
-15% -$159K 0.24% 114
2019
Q4 		$1.06M Buy
34,624
+344
+1% +$9.85K 0.24% 112
2019
Q3 		$924K Sell
34,280
-14,232
-29% -$383K 0.23% 126
2019
Q2 		$1.28M Buy
48,512
+10,408
+27% +$268K 0.28% 93
2019
Q1 		$962K Buy
38,104
+27,504
+259% +$639K 0.21% 130
2018
Q4 		$221K Buy
+10,600
New +$240K 0.09% 232
2018
Q2 		– Sell
-69,264
Closed -$1.48M – 248
2018
Q1 		$1.48M Buy
69,264
+19,256
+39% +$420K 0.44% 74
2017
Q4 		$1.03M Buy
50,008
+2,544
+5% +$51.6K 0.24% 126
2017
Q3 		$902K Sell
47,464
-16,144
-25% -$299K 0.29% 114
2017
Q2 		$1.12M Buy
+63,608
New +$1.12M 0.31% 97
2015
Q4 		$251K Buy
+18,552
New +$253K 0.37% 33
2015
Q2 		– Sell
-18,168
Closed -$242K – 35
2015
Q1 		$242K Buy
+18,168
New +$240K 0.27% 27
2014
Q4 		– Sell
-12,392
Closed -$155K – 61
2014
Q3 		$155K Sell
12,392
-360
-3% -$4.47K 0.15% 31
2014
Q2 		$154K Sell
12,752
-3,336
-21% -$38.5K 0.13% 30
2014
Q1 		$184K Sell
16,088
-2,792
-15% -$31.4K 0.16% 40
2013
Q4 		$211K Buy
+18,880
New +$200K 0.15% 38

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

Institute for Wealth Management's VGT Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 42% in Q2 2026, selling an estimated $1.75M and leaving 22,459 shares worth $2.68M. The position accounts for 0.24% of the portfolio, ranked #83.

Institute for Wealth Management first reported a position in VGT in Q4 2013 and has held it in 41 quarters since. The position peaked at $3.35M in Q1 2026. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Institute for Wealth Management held 22,459 shares of Vanguard Information Technology ETF worth $2.68M as of Q2 2026.
  • Institute for Wealth Management sold 15,981 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.75M.
  • Vanguard Information Technology ETF made up 0.24% of Institute for Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Institute for Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2013 and has held it in 41 quarters since.
  • Institute for Wealth Management's Vanguard Information Technology ETF position peaked at $3.35M in Q1 2026.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.