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	–	Hold	0	–	–	–	1073

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

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. 1,613 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.
1,613 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.