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

KDK Private 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	$2.65M	Sell	22,159 -1,217	-5%	-$133K	2.2%	9
2026 Q1	$2.04M	Buy	23,376 +600	+3%	+$55.2K	1.87%	11
2025 Q4	$2.15M	Sell	22,776 -960	-4%	-$91.2K	1.87%	11
2025 Q3	$2.22M	Sell	23,736 -248	-1%	-$21.7K	2.25%	7
2025 Q2	$1.99M	Sell	23,984 -224	-0.9%	-$16.3K	2.12%	8
2025 Q1	$1.64M	Sell	24,208 -264	-1%	-$19.9K	1.87%	11
2024 Q4	$1.9M	Buy	+24,472	New	+$1.88M	1.97%	10

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

KDK Private Wealth Management's VGT Position: Q2 2026 in Review

KDK Private Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 5.2% in Q2 2026, selling an estimated $133K and leaving 22,159 shares worth $2.65M. The position accounts for 2.2% of the portfolio, ranked #9.

KDK Private Wealth Management first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

KDK Private Wealth Management held 22,159 shares of Vanguard Information Technology ETF worth $2.65M as of Q2 2026.
KDK Private Wealth Management sold 1,217 Vanguard Information Technology ETF shares in Q2 2026, an estimated $133K.
Vanguard Information Technology ETF made up 2.2% of KDK Private Wealth Management's portfolio in Q2 2026, its #9 holding.
KDK Private Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.