Matrix Private Capital Group’s Vanguard Information Technology ETF VGT Stock Holding History

Matrix Private Capital Group’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	$1.01M	Buy	8,467 +603	+8%	+$66K	0.44%	40
2026 Q1	$686K	Buy	7,864 +768	+11%	+$70.7K	0.33%	47
2025 Q4	$669K	Buy	7,096 +520	+8%	+$49.4K	0.34%	46
2025 Q3	$614K	Buy	6,576 +400	+6%	+$35K	0.33%	48
2025 Q2	$512K	Hold	6,176	–	–	0.3%	49
2025 Q1	$419K	Buy	6,176 +840	+16%	+$63.3K	0.25%	64
2024 Q4	$415K	Hold	5,336	–	–	0.24%	62
2024 Q3	$392K	Buy	5,336 +160	+3%	+$11.4K	0.23%	67
2024 Q2	$374K	Buy	5,176 +1,472	+40%	+$97.9K	0.23%	68
2024 Q1	$243K	Buy	3,704 +2,784	+303%	+$176K	0.16%	89
2023 Q4	$55.7K	Buy	+920	New	+$51.3K	0.04%	120

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

Matrix Private Capital Group's VGT Position: Q2 2026 in Review

Matrix Private Capital Group increased its Vanguard Information Technology ETF (VGT) stake by 7.7% in Q2 2026, buying an estimated $66K and bringing the position to 8,467 shares worth $1.01M. The position accounts for 0.44% of the portfolio, ranked #40.

Matrix Private Capital Group first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,195 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Matrix Private Capital Group held 8,467 shares of Vanguard Information Technology ETF worth $1.01M as of Q2 2026.
Matrix Private Capital Group bought 603 Vanguard Information Technology ETF shares in Q2 2026, an estimated $66K.
Vanguard Information Technology ETF made up 0.44% of Matrix Private Capital Group's portfolio in Q2 2026, its #40 holding.
Matrix Private Capital Group first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.