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

Kingswood 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	$7.8M	Buy	65,270 +4,030	+7%	+$441K	0.31%	66
2026 Q1	$5.34M	Sell	61,240 -53,760	-47%	-$4.95M	0.25%	89
2025 Q4	$10.8M	Buy	115,000 +2,416	+2%	+$230K	0.52%	33
2025 Q3	$10.5M	Buy	112,584 +41,704	+59%	+$3.64M	0.64%	25
2025 Q2	$5.88M	Buy	70,880 +10,736	+18%	+$781K	0.46%	35
2025 Q1	$4.08M	Sell	60,144 -35,144	-37%	-$2.65M	0.37%	51
2024 Q4	$7.41M	Sell	95,288 -33,984	-26%	-$2.61M	0.56%	27
2024 Q3	$9.48M	Buy	129,272 +108,952	+536%	+$7.74M	0.68%	22
2024 Q2	$1.46M	Buy	20,320 +1,448	+8%	+$96.3K	0.13%	163
2024 Q1	$1.24M	Sell	18,872 -696	-4%	-$44.1K	0.14%	168
2023 Q4	$1.18M	Buy	19,568 +5,104	+35%	+$284K	0.13%	172
2023 Q3	$750K	Buy	+14,464	New	+$786K	0.13%	181

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

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

Kingswood Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 6.6% in Q2 2026, buying an estimated $441K and bringing the position to 65,270 shares worth $7.8M. The position accounts for 0.31% of the portfolio, ranked #66.

Kingswood Wealth Advisors first reported a position in VGT in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.8M in Q4 2025. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Kingswood Wealth Advisors held 65,270 shares of Vanguard Information Technology ETF worth $7.8M as of Q2 2026.
Kingswood Wealth Advisors bought 4,030 Vanguard Information Technology ETF shares in Q2 2026, an estimated $441K.
Vanguard Information Technology ETF made up 0.31% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Vanguard Information Technology ETF position peaked at $10.8M in Q4 2025.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.