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 Q3	$2.78M	Sell	22,134 -25	-0.1%	-$2.97K	2.21%	9
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

KDK Private Wealth Management's VGT Position: Q3 2026 in Review

KDK Private Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.11% in Q3 2026, selling an estimated $2.97K and leaving 22,134 shares worth $2.78M. The position accounts for 2.21% of the portfolio, ranked #9.

KDK Private Wealth Management first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. 1,952 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

KDK Private Wealth Management held 22,134 shares of Vanguard Information Technology ETF worth $2.78M as of Q3 2026.
KDK Private Wealth Management sold 25 Vanguard Information Technology ETF shares in Q3 2026, an estimated $2.97K.
Vanguard Information Technology ETF made up 2.21% of KDK Private Wealth Management's portfolio in Q3 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 8 quarters since.
1,952 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on KDK Private Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.