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

Private Wealth Management 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	$235K	Sell	1,965 -3	-0.2%	-$328	0.05%	98
2026 Q1	$171K	Hold	1,968	–	–	0.05%	93
2025 Q4	$185K	Hold	1,968	–	–	0.05%	89
2025 Q3	$183K	Buy	1,968 +1,600	+435%	+$140K	0.05%	88
2025 Q2	$30.3K	Hold	368	–	–	0.01%	232
2025 Q1	$24.8K	Hold	368	–	–	0.01%	257
2024 Q4	$28.4K	Hold	368	–	–	0.01%	239
2024 Q3	$26.8K	Hold	368	–	–	0.01%	233
2024 Q2	$26.3K	Buy	+368	New	+$24.5K	0.01%	234

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

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

Private Wealth Management Group reduced its Vanguard Information Technology ETF (VGT) stake by 0.15% in Q2 2026, selling an estimated $328 and leaving 1,965 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #98.

Private Wealth Management Group first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Private Wealth Management Group held 1,965 shares of Vanguard Information Technology ETF worth $235K as of Q2 2026.
Private Wealth Management Group sold 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
Vanguard Information Technology ETF made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #98 holding.
Private Wealth Management Group first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.