Integris Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Integris 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	$747K	Sell	6,254 -738	-11%	-$80.8K	0.15%	52
2026 Q1	$610K	Sell	6,992 -880	-11%	-$81K	0.14%	48
2025 Q4	$742K	Sell	7,872 -152	-2%	-$14.4K	0.17%	46
2025 Q3	$749K	Hold	8,024	–	–	0.18%	47
2025 Q2	$665K	Buy	8,024 +1,272	+19%	+$92.5K	0.17%	47
2025 Q1	$458K	Buy	6,752 +2,640	+64%	+$199K	0.13%	54
2024 Q4	$320K	Buy	+4,112	New	+$316K	0.09%	79

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Integris Wealth Management's VGT Position: Q2 2026 in Review

Integris Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q2 2026, selling an estimated $80.8K and leaving 6,254 shares worth $747K. The position accounts for 0.15% of the portfolio, ranked #52.

Integris Wealth Management first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. The position peaked at $749K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Integris Wealth Management held 6,254 shares of Vanguard Information Technology ETF worth $747K as of Q2 2026.
Integris Wealth Management sold 738 Vanguard Information Technology ETF shares in Q2 2026, an estimated $80.8K.
Vanguard Information Technology ETF made up 0.15% of Integris Wealth Management's portfolio in Q2 2026, its #52 holding.
Integris Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
Integris Wealth Management's Vanguard Information Technology ETF position peaked at $749K in Q3 2025.
2,199 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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