NW
VGT icon

NewEdge Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

NewEdge Wealth’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 		$8.59M Sell
71,853
-2,107
-3% -$231K 0.09% 157
2026
Q1 		$6.45M Buy
73,960
+864
+1% +$79.6K 0.08% 181
2025
Q4 		$6.89M Sell
73,096
-624
-0.8% -$59.3K 0.08% 177
2025
Q3 		$7.17M Buy
73,720
+2,120
+3% +$185K 0.1% 159
2025
Q2 		$6.2M Sell
71,600
-632
-0.9% -$46K 0.1% 164
2025
Q1 		$4.9M Sell
72,232
-96,976
-57% -$7.31M 0.09% 190
2024
Q4 		$13.2M Sell
169,208
-9,832
-5% -$755K 0.23% 103
2024
Q3 		$13.1M Buy
179,040
+30,696
+21% +$2.18M 0.24% 96
2024
Q2 		$10.7M Hold
148,344
– – 0.23% 104
2024
Q1 		$9.2M Buy
148,344
+8,064
+6% +$511K 0.21% 114
2023
Q4 		$8.49M Sell
140,280
-160
-0.1% -$8.91K 0.22% 109
2023
Q3 		$7.28M Sell
140,440
-1,576
-1% -$85.7K 0.23% 108
2023
Q2 		$7.85M Sell
142,016
-3,000
-2% -$151K 0.26% 100
2023
Q1 		$6.99M Buy
145,016
+10,552
+8% +$466K 0.27% 96
2022
Q4 		$5.37M Buy
134,464
+968
+0.7% +$39.5K 0.23% 100
2022
Q3 		$5.13M Sell
133,496
-8
-0% -$352 0.24% 99
2022
Q2 		$5.45M Sell
133,504
-2,288
-2% -$103K 0.25% 101
2022
Q1 		$7.07M Buy
135,792
+3,504
+3% +$180K 0.31% 87
2021
Q4 		$7.58M Buy
132,288
+111,776
+545% +$6.14M 0.32% 83
2021
Q3 		$1.03M Sell
20,512
-480
-2% -$24.9K 0.06% 178
2021
Q2 		$1.05M Buy
20,992
+32
+0.2% +$1.51K 0.08% 172
2021
Q1 		$939K Buy
+20,960
New +$943K 0.09% 168

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

NewEdge Wealth's VGT Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 2.8% in Q2 2026, selling an estimated $231K and leaving 71,853 shares worth $8.59M. The position accounts for 0.09% of the portfolio, ranked #157.

NewEdge Wealth first reported a position in VGT in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.2M in Q4 2024. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • NewEdge Wealth held 71,853 shares of Vanguard Information Technology ETF worth $8.59M as of Q2 2026.
  • NewEdge Wealth sold 2,107 Vanguard Information Technology ETF shares in Q2 2026, an estimated $231K.
  • Vanguard Information Technology ETF made up 0.09% of NewEdge Wealth's portfolio in Q2 2026, its #157 holding.
  • NewEdge Wealth first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Vanguard Information Technology ETF position peaked at $13.2M in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.