Principia Wealth Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

Principia Wealth Advisory’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	$5.26K	Buy	+44	New	+$4.82K	﹤0.01%	359
2026 Q1	–	Sell	-1,712	Closed	-$161K	–	1083
2025 Q4	$161K	Buy	1,712 +48	+3%	+$4.56K	0.1%	81
2025 Q3	$155K	Buy	1,664 +56	+3%	+$4.89K	0.11%	85
2025 Q2	$133K	Buy	+1,608	New	+$117K	0.11%	79

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

Principia Wealth Advisory's VGT Position: Q2 2026 in Review

Principia Wealth Advisory opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 44 shares worth $5.26K. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in VGT as recently as Q4 2025.

Principia Wealth Advisory first reported a position in VGT in Q2 2025 and has held it in 4 quarters since. The position peaked at $161K in Q4 2025. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Principia Wealth Advisory held 44 shares of Vanguard Information Technology ETF worth $5.26K as of Q2 2026.
Vanguard Information Technology ETF was a new Principia Wealth Advisory position in Q2 2026.
Vanguard Information Technology ETF made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #359 holding.
Principia Wealth Advisory first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 4 quarters since.
Principia Wealth Advisory's Vanguard Information Technology ETF position peaked at $161K in Q4 2025.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.