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

Monograph 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	$819K	Hold	6,856	–	–	0.07%	70
2026 Q1	$598K	Sell	6,856 -312	-4%	-$28.7K	0.06%	80
2025 Q4	$675K	Buy	7,168 +312	+5%	+$29.6K	0.07%	76
2025 Q3	$640K	Buy	6,856 +568	+9%	+$49.6K	0.06%	78
2025 Q2	$521K	Buy	6,288 +80	+1%	+$5.82K	0.06%	73
2025 Q1	$421K	Hold	6,208	–	–	0.06%	78
2024 Q4	$483K	Buy	6,208 +336	+6%	+$25.8K	0.06%	72
2024 Q3	$431K	Buy	5,872 +3,000	+104%	+$213K	0.06%	80
2024 Q2	$207K	Buy	+2,872	New	+$191K	0.03%	100

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

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

Monograph Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 6,856 shares worth $819K. The position accounts for 0.07% of the portfolio, ranked #70.

Monograph Wealth Advisors first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 2,194 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Monograph Wealth Advisors held 6,856 shares of Vanguard Information Technology ETF worth $819K as of Q2 2026.
Monograph Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.07% of Monograph Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Monograph Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
2,194 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.