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

Outlook 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 		$1.08M Hold
9,008
– – 0.23% 94
2026
Q1 		$786K Sell
9,008
-8,320
-48% -$766K 0.19% 117
2025
Q4 		$1.63M Buy
17,328
+1,040
+6% +$98.8K 0.37% 54
2025
Q3 		$1.52M Buy
16,288
+160
+1% +$14K 0.38% 57
2025
Q2 		$1.34M Hold
16,128
– – 0.34% 54
2025
Q1 		$1.09M Buy
16,128
+112
+0.7% +$8.44K 0.3% 62
2024
Q4 		$1.24M Buy
16,016
+64
+0.4% +$4.92K 0.36% 55
2024
Q3 		$1.17M Buy
15,952
+2,456
+18% +$175K 0.34% 56
2024
Q2 		$973K Hold
13,496
– – 0.3% 64
2024
Q1 		$885K Sell
13,496
-1,808
-12% -$115K 0.27% 75
2023
Q4 		$926K Sell
15,304
-8
-0.1% -$446 0.32% 63
2023
Q3 		$794K Sell
15,312
-72
-0.5% -$3.92K 0.3% 76
2023
Q2 		$850K Sell
15,384
-3,072
-17% -$154K 0.32% 76
2023
Q1 		$889K Buy
18,456
+2,368
+15% +$105K 0.4% 61
2022
Q4 		$642K Buy
16,088
+1,984
+14% +$81K 0.31% 86
2022
Q3 		$542K Sell
14,104
-14,968
-51% -$658K 0.24% 103
2022
Q2 		$1.19M Sell
29,072
-3,416
-11% -$154K 0.49% 53
2022
Q1 		$1.69M Buy
32,488
+160
+0.5% +$8.21K 0.57% 37
2021
Q4 		$1.85M Buy
32,328
+176
+0.5% +$9.66K 0.54% 40
2021
Q3 		$1.61M Sell
32,152
-176
-0.5% -$9.12K 0.53% 46
2021
Q2 		$1.61M Sell
32,328
-1,904
-6% -$89.8K 0.52% 48
2021
Q1 		$1.53M Buy
34,232
+3,056
+10% +$137K 0.53% 48
2020
Q4 		$1.38M Sell
31,176
-4,768
-13% -$196K 0.5% 54
2020
Q3 		$1.4M Sell
35,944
-728
-2% -$27.4K 0.56% 50
2020
Q2 		$1.28M Buy
+36,672
New +$1.14M 0.54% 49

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

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

Outlook Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 9,008 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #94.

Outlook Wealth Advisors first reported a position in VGT in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.85M in Q4 2021. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Outlook Wealth Advisors held 9,008 shares of Vanguard Information Technology ETF worth $1.08M as of Q2 2026.
  • Outlook Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
  • Vanguard Information Technology ETF made up 0.23% of Outlook Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Outlook Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 25 quarters since.
  • Outlook Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.85M in Q4 2021.
  • 2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.