Next Level Private’s Vanguard Information Technology ETF VGT Stock Holding History

Next Level Private’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	$511K	Buy	4,273 +857	+25%	+$93.8K	0.1%	114
2026 Q1	$298K	Buy	3,416 +880	+35%	+$81K	0.07%	142
2025 Q4	$239K	Hold	2,536	–	–	0.06%	144
2025 Q3	$242K	Sell	2,536 -200	-7%	-$17.5K	0.07%	139
2025 Q2	$227K	Buy	+2,736	New	+$199K	0.07%	137

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

Next Level Private's VGT Position: Q2 2026 in Review

Next Level Private increased its Vanguard Information Technology ETF (VGT) stake by 25% in Q2 2026, buying an estimated $93.8K and bringing the position to 4,273 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #114.

Next Level Private first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Next Level Private held 4,273 shares of Vanguard Information Technology ETF worth $511K as of Q2 2026.
Next Level Private bought 857 Vanguard Information Technology ETF shares in Q2 2026, an estimated $93.8K.
Vanguard Information Technology ETF made up 0.1% of Next Level Private's portfolio in Q2 2026, its #114 holding.
Next Level Private first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.