IPG Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

IPG Investment Advisors’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	$720K	Sell	6,026 -7,078	-54%	-$775K	0.1%	143
2026 Q1	$1.14M	Hold	13,104	–	–	0.2%	104
2025 Q4	$1.23M	Buy	13,104 +1,272	+11%	+$121K	0.22%	99
2025 Q3	$1.1M	Buy	11,832 +5,248	+80%	+$459K	0.2%	92
2025 Q2	$546K	Sell	6,584 -1,688	-20%	-$123K	0.11%	100
2025 Q1	$561K	Buy	8,272 +480	+6%	+$36.2K	0.13%	95
2024 Q4	$606K	Buy	7,792 +2,168	+39%	+$167K	0.14%	91
2024 Q3	$413K	Buy	5,624 +1,424	+34%	+$101K	0.09%	111
2024 Q2	$303K	Buy	+4,200	New	+$279K	0.07%	124
2023 Q3	–	Sell	-4,272	Closed	-$236K	–	187
2023 Q2	$236K	Hold	4,272	–	–	0.05%	146
2023 Q1	$206K	Buy	+4,272	New	+$189K	0.05%	146
2022 Q2	–	Sell	-4,360	Closed	-$227K	–	191
2022 Q1	$227K	Sell	4,360 -3,072	-41%	-$158K	0.04%	142
2021 Q4	$426K	Sell	7,432 -216	-3%	-$11.9K	0.08%	123
2021 Q3	$384K	Buy	7,648 +616	+9%	+$31.9K	0.12%	78
2021 Q2	$351K	Hold	7,032	–	–	0.1%	100
2021 Q1	$315K	Buy	+7,032	New	+$316K	0.06%	145

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

IPG Investment Advisors's VGT Position: Q2 2026 in Review

IPG Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 54% in Q2 2026, selling an estimated $775K and leaving 6,026 shares worth $720K. The position accounts for 0.1% of the portfolio, ranked #143.

IPG Investment Advisors first reported a position in VGT in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.23M in Q4 2025. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

IPG Investment Advisors held 6,026 shares of Vanguard Information Technology ETF worth $720K as of Q2 2026.
IPG Investment Advisors sold 7,078 Vanguard Information Technology ETF shares in Q2 2026, an estimated $775K.
Vanguard Information Technology ETF made up 0.1% of IPG Investment Advisors's portfolio in Q2 2026, its #143 holding.
IPG Investment Advisors first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 16 quarters since.
IPG Investment Advisors's Vanguard Information Technology ETF position peaked at $1.23M in Q4 2025.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.