OBWG
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Onyx Bridge Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

Onyx Bridge Wealth 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 		$900K Buy
7,527
+279
+4% +$30.5K 0.08% 166
2026
Q1 		$632K Sell
7,248
-1,608
-18% -$148K 0.07% 187
2025
Q4 		$834K Buy
8,856
+432
+5% +$41K 0.09% 153
2025
Q3 		$786K Buy
8,424
+2,560
+44% +$224K 0.09% 161
2025
Q2 		$486K Sell
5,864
-664
-10% -$48.3K 0.06% 170
2025
Q1 		$442K Sell
6,528
-656
-9% -$49.4K 0.06% 171
2024
Q4 		$558K Buy
7,184
+8
+0.1% +$614 0.08% 144
2024
Q3 		$526K Sell
7,176
-1,792
-20% -$127K 0.08% 157
2024
Q2 		$646K Hold
8,968
– – 0.11% 129
2024
Q1 		$565K Sell
8,968
-4,544
-34% -$288K 0.1% 137
2023
Q4 		$817K Sell
13,512
-976
-7% -$54.4K 0.17% 96
2023
Q3 		$751K Sell
14,488
-312
-2% -$17K 0.18% 86
2023
Q2 		$818K Buy
14,800
+1,528
+12% +$76.7K 0.2% 92
2023
Q1 		$639K Sell
13,272
-1,280
-9% -$56.6K 0.26% 72
2022
Q4 		$582K Sell
14,552
-872
-6% -$35.6K 0.24% 67
2022
Q3 		$580K Sell
15,424
-2,496
-14% -$110K 0.26% 65
2022
Q2 		$791K Buy
17,920
+776
+5% +$35K 0.35% 39
2022
Q1 		$789K Sell
17,144
-1,272
-7% -$65.3K 0.3% 40
2021
Q4 		$1.06M Buy
18,416
+8,544
+87% +$469K 0.36% 33
2021
Q3 		$523K Buy
+9,872
New +$512K 0.2% 63

Other funds holding VGT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Onyx Bridge Wealth Group's VGT Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Vanguard Information Technology ETF (VGT) stake by 3.8% in Q2 2026, buying an estimated $30.5K and bringing the position to 7,527 shares worth $900K. The position accounts for 0.08% of the portfolio, ranked #166.

Onyx Bridge Wealth Group first reported a position in VGT in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q4 2021. 847 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Onyx Bridge Wealth Group held 7,527 shares of Vanguard Information Technology ETF worth $900K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 279 Vanguard Information Technology ETF shares in Q2 2026, an estimated $30.5K.
  • Vanguard Information Technology ETF made up 0.08% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #166 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 20 quarters since.
  • Onyx Bridge Wealth Group's Vanguard Information Technology ETF position peaked at $1.06M in Q4 2021.
  • 847 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.