IVC Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

IVC Wealth 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	$887K	Sell	7,423 -105	-1%	-$11.5K	0.35%	56
2026 Q1	$657K	Sell	7,528 -32	-0.4%	-$2.95K	0.29%	68
2025 Q4	$712K	Sell	7,560 -128	-2%	-$12.2K	0.31%	65
2025 Q3	$718K	Sell	7,688 -8	-0.1%	-$699	0.32%	60
2025 Q2	$638K	Buy	7,696 +800	+12%	+$58.2K	0.31%	62
2025 Q1	$468K	Hold	6,896	–	–	0.25%	80
2024 Q4	$536K	Sell	6,896 -1,000	-13%	-$76.8K	0.3%	67
2024 Q3	$579K	Sell	7,896 -40	-0.5%	-$2.84K	0.32%	69
2024 Q2	$572K	Sell	7,936 -8	-0.1%	-$532	0.32%	74
2024 Q1	$521K	Sell	7,944 -800	-9%	-$50.7K	0.3%	78
2023 Q4	$529K	Hold	8,744	–	–	0.33%	72
2023 Q3	$453K	Hold	8,744	–	–	0.3%	84
2023 Q2	$483K	Sell	8,744 -120	-1%	-$6.03K	0.31%	80
2023 Q1	$427K	Hold	8,864	–	–	0.3%	81
2022 Q4	$354K	Hold	8,864	–	–	0.26%	93
2022 Q3	$341K	Buy	8,864 +144	+2%	+$6.33K	0.27%	93
2022 Q2	$356K	Buy	8,720 +160	+2%	+$7.21K	0.28%	90
2022 Q1	$446K	Buy	8,560 +200	+2%	+$10.3K	0.29%	85
2021 Q4	$479K	Buy	8,360 +40	+0.5%	+$2.2K	0.31%	85
2021 Q3	$417K	Buy	8,320 +760	+10%	+$39.4K	0.29%	88
2021 Q2	$377K	Buy	7,560 +2,760	+58%	+$130K	0.27%	98
2021 Q1	$215K	Sell	4,800 -1,616	-25%	-$72.7K	0.17%	117
2020 Q4	$284K	Buy	+6,416	New	+$264K	0.27%	93

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

IVC Wealth Advisors's VGT Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 1.4% in Q2 2026, selling an estimated $11.5K and leaving 7,423 shares worth $887K. The position accounts for 0.35% of the portfolio, ranked #56.

IVC Wealth Advisors first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

IVC Wealth Advisors held 7,423 shares of Vanguard Information Technology ETF worth $887K as of Q2 2026.
IVC Wealth Advisors sold 105 Vanguard Information Technology ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Information Technology ETF made up 0.35% of IVC Wealth Advisors's portfolio in Q2 2026, its #56 holding.
IVC Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.