KWM
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Kingsview Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Kingsview 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 		$11.3M Sell
94,321
-2,519
-3% -$276K 0.14% 124
2026
Q1 		$8.45M Buy
96,840
+5,480
+6% +$505K 0.12% 160
2025
Q4 		$8.61M Buy
91,360
+3,080
+3% +$293K 0.12% 159
2025
Q3 		$8.24M Buy
88,280
+6,920
+9% +$605K 0.13% 171
2025
Q2 		$6.75M Buy
81,360
+1,952
+2% +$142K 0.11% 192
2025
Q1 		$5.38M Buy
79,408
+3,912
+5% +$295K 0.1% 206
2024
Q4 		$5.87M Sell
75,496
-3,800
-5% -$292K 0.11% 182
2024
Q3 		$5.81M Sell
79,296
-4,224
-5% -$300K 0.12% 175
2024
Q2 		$6.02M Sell
83,520
-600
-0.7% -$39.9K 0.14% 158
2024
Q1 		$5.51M Buy
84,120
+5,232
+7% +$332K 0.14% 162
2023
Q4 		$4.77M Buy
78,888
+648
+0.8% +$36.1K 0.14% 160
2023
Q3 		$4.06M Buy
78,240
+944
+1% +$51.3K 0.15% 166
2023
Q2 		$4.27M Buy
77,296
+6,984
+10% +$351K 0.17% 134
2023
Q1 		$3.39M Buy
70,312
+1,040
+2% +$46K 0.14% 162
2022
Q4 		$2.77M Sell
69,272
-800
-1% -$32.6K 0.12% 197
2022
Q3 		$2.69M Buy
70,072
+832
+1% +$36.6K 0.13% 182
2022
Q2 		$2.83M Buy
69,240
+1,088
+2% +$49K 0.14% 170
2022
Q1 		$3.55M Sell
68,152
-448
-0.7% -$23K 0.16% 145
2021
Q4 		$3.93M Buy
68,600
+2,008
+3% +$110K 0.16% 138
2021
Q3 		$3.34M Buy
66,592
+3,456
+5% +$179K 0.16% 147
2021
Q2 		$3.15M Sell
63,136
-10,256
-14% -$484K 0.16% 145
2021
Q1 		$3.36M Buy
73,392
+32,096
+78% +$1.44M 0.19% 122
2020
Q4 		$1.83M Buy
+41,296
New +$1.7M 0.13% 171
2020
Q2 		– Sell
-9,048
Closed -$240K – 659
2020
Q1 		$240K Buy
+9,048
New +$274K 0.03% 401

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $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
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

Kingsview Wealth Management's VGT Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 2.6% in Q2 2026, selling an estimated $276K and leaving 94,321 shares worth $11.3M. The position accounts for 0.14% of the portfolio, ranked #124.

Kingsview Wealth Management first reported a position in VGT in Q1 2020 and has held it in 24 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Kingsview Wealth Management held 94,321 shares of Vanguard Information Technology ETF worth $11.3M as of Q2 2026.
  • Kingsview Wealth Management sold 2,519 Vanguard Information Technology ETF shares in Q2 2026, an estimated $276K.
  • Vanguard Information Technology ETF made up 0.14% of Kingsview Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 24 quarters since.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.