Principle Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Principle Wealth Partners’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	$16.5M	Sell	138,294 -882	-0.6%	-$96.6K	0.82%	27
2026 Q1	$12.1M	Buy	139,176 +4,000	+3%	+$368K	0.69%	31
2025 Q4	$12.7M	Sell	135,176 -3,616	-3%	-$344K	0.72%	30
2025 Q3	$13M	Sell	138,792 -952	-0.7%	-$83.2K	0.75%	29
2025 Q2	$11.6M	Sell	139,744 -2,344	-2%	-$170K	0.72%	32
2025 Q1	$9.63M	Buy	142,088 +504	+0.4%	+$38K	0.69%	38
2024 Q4	$11M	Sell	141,584 -3,064	-2%	-$235K	0.77%	32
2024 Q3	$10.6M	Sell	144,648 -4,360	-3%	-$310K	0.75%	32
2024 Q2	$10.7M	Sell	149,008 -8,504	-5%	-$565K	0.82%	29
2024 Q1	$10.3M	Sell	157,512 -2,544	-2%	-$161K	0.81%	29
2023 Q4	$9.68M	Buy	160,056 +23,544	+17%	+$1.31M	0.83%	28
2023 Q3	$7.08M	Buy	136,512 +528	+0.4%	+$28.7K	0.71%	37
2023 Q2	$7.52M	Sell	135,984 -10,784	-7%	-$542K	0.76%	34
2023 Q1	$7.07M	Sell	146,768 -5,264	-3%	-$233K	0.76%	34
2022 Q4	$6.07M	Buy	152,032 +15,816	+12%	+$645K	0.69%	39
2022 Q3	$5.23M	Buy	136,216 +3,904	+3%	+$172K	0.49%	35
2022 Q2	$5.4M	Buy	132,312 +11,728	+10%	+$528K	0.65%	36
2022 Q1	$6.28M	Buy	120,584 +14,104	+13%	+$724K	0.66%	32
2021 Q4	$6.1M	Sell	106,480 -5,344	-5%	-$293K	0.64%	30
2021 Q3	$5.61M	Sell	111,824 -760	-0.7%	-$39.4K	0.65%	29
2021 Q2	$5.61M	Sell	112,584 -6,360	-5%	-$300K	0.64%	31
2021 Q1	$5.33M	Sell	118,944 -2,296	-2%	-$103K	0.62%	33
2020 Q4	$5.36M	Buy	121,240 +41,784	+53%	+$1.72M	0.71%	30
2020 Q3	$3.09M	Sell	79,456 -624	-0.8%	-$23.5K	0.86%	21
2020 Q2	$2.79M	Buy	80,080 +264	+0.3%	+$8.24K	0.82%	20
2020 Q1	$2.11M	Sell	79,816 -9,504	-11%	-$288K	0.79%	24
2019 Q4	$2.73M	Sell	89,320 -6,648	-7%	-$190K	0.87%	28
2019 Q3	$2.59M	Sell	95,968 -4,328	-4%	-$117K	0.89%	30
2019 Q2	$2.64M	Buy	100,296 +2,600	+3%	+$67K	1.36%	20
2019 Q1	$2.45M	Sell	97,696 -10,528	-10%	-$245K	1.4%	17
2018 Q4	$2.26M	Buy	+108,224	New	+$2.45M	1.89%	17

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

Principle Wealth Partners's VGT Position: Q2 2026 in Review

Principle Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 0.63% in Q2 2026, selling an estimated $96.6K and leaving 138,294 shares worth $16.5M. The position accounts for 0.82% of the portfolio, ranked #27.

Principle Wealth Partners first reported a position in VGT in Q4 2018 and has held it in 31 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Principle Wealth Partners held 138,294 shares of Vanguard Information Technology ETF worth $16.5M as of Q2 2026.
Principle Wealth Partners sold 882 Vanguard Information Technology ETF shares in Q2 2026, an estimated $96.6K.
Vanguard Information Technology ETF made up 0.82% of Principle Wealth Partners's portfolio in Q2 2026, its #27 holding.
Principle Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 31 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.