Private Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

Private 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	$276K	Hold	2,312	–	–	0.11%	67
2026 Q1	$202K	Hold	2,312	–	–	0.09%	70
2025 Q4	$218K	Hold	2,312	–	–	0.1%	66
2025 Q3	$216K	Buy	+2,312	New	+$202K	0.11%	64
2023 Q3	–	Sell	-4,672	Closed	-$258K	–	55
2023 Q2	$258K	Hold	4,672	–	–	0.27%	47
2023 Q1	$225K	Sell	4,672 -3,256	-41%	-$144K	0.31%	48
2022 Q4	$317K	Sell	7,928 -240	-3%	-$9.79K	0.45%	39
2022 Q3	$314K	Hold	8,168	–	–	0.49%	31
2022 Q2	$333K	Hold	8,168	–	–	0.41%	33
2022 Q1	$425K	Hold	8,168	–	–	0.31%	35
2021 Q4	$468K	Hold	8,168	–	–	0.32%	33
2021 Q3	$410K	Hold	8,168	–	–	0.27%	32
2021 Q2	$407K	Hold	8,168	–	–	0.27%	32
2021 Q1	$366K	Buy	+8,168	New	+$367K	0.26%	31

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Private Wealth Group's VGT Position: Q2 2026 in Review

Private Wealth Group held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,312 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #67.

Private Wealth Group first reported a position in VGT in Q1 2021 and has held it in 14 quarters since. The position peaked at $468K in Q4 2021. 1,052 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Private Wealth Group held 2,312 shares of Vanguard Information Technology ETF worth $276K as of Q2 2026.
Private Wealth Group left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.11% of Private Wealth Group's portfolio in Q2 2026, its #67 holding.
Private Wealth Group first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 14 quarters since.
Private Wealth Group's Vanguard Information Technology ETF position peaked at $468K in Q4 2021.
1,052 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.