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

Prevail Innovative 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	$257K	Buy	+2,152	New	+$236K	0.04%	174
2026 Q1	–	Sell	-2,152	Closed	-$203K	–	231
2025 Q4	$203K	Hold	2,152	–	–	0.04%	183
2025 Q3	$201K	Buy	+2,152	New	+$188K	0.04%	196

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

Prevail Innovative Wealth Advisors's VGT Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,152 shares worth $257K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in VGT as recently as Q4 2025.

Prevail Innovative Wealth Advisors first reported a position in VGT in Q3 2025 and has held it in 3 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Prevail Innovative Wealth Advisors held 2,152 shares of Vanguard Information Technology ETF worth $257K as of Q2 2026.
Vanguard Information Technology ETF was a new Prevail Innovative Wealth Advisors position in Q2 2026.
Vanguard Information Technology ETF made up 0.04% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #174 holding.
Prevail Innovative Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 3 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.