Invictus Private Wealth
VGT icon

Invictus Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Invictus Private Wealth’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 		– Sell
-3,720
Closed -$324K – 94
2026
Q1 		$324K Sell
3,720
-40
-1% -$3.68K 0.02% 68
2025
Q4 		$355K Sell
3,760
-320
-8% -$30.4K 0.02% 62
2025
Q3 		$381K Hold
4,080
– – 0.02% 61
2025
Q2 		$338K Buy
+4,080
New +$297K 0.02% 64

Other funds holding VGT

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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 $468B AUM 17.69% 1-Year Est. Return
PGIM Custom Harvest
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

Invictus Private Wealth's VGT Position: Q2 2026 in Review

Invictus Private Wealth sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 3,720 shares — an estimated $324K sold.

Invictus Private Wealth first reported a position in VGT in Q2 2025 and held it in 4 quarters. The position peaked at $381K in Q3 2025. 2,206 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Invictus Private Wealth reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Invictus Private Wealth sold 3,720 Vanguard Information Technology ETF shares in Q2 2026, an estimated $324K.
  • Invictus Private Wealth first reported a position in Vanguard Information Technology ETF in Q2 2025 and held it in 4 quarters.
  • Invictus Private Wealth's Vanguard Information Technology ETF position peaked at $381K in Q3 2025.
  • 2,206 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.