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

Quantum Private Wealth’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	$886K	Sell	7,410 -30	-0.4%	-$3.29K	0.23%	68
2026 Q1	$649K	Hold	7,440	–	–	0.2%	80
2025 Q4	$701K	Sell	7,440 -800	-10%	-$76K	0.2%	79
2025 Q3	$769K	Hold	8,240	–	–	0.22%	73
2025 Q2	$683K	Hold	8,240	–	–	0.22%	78
2025 Q1	$559K	Hold	8,240	–	–	0.21%	89
2024 Q4	$640K	Hold	8,240	–	–	0.2%	87
2024 Q3	$604K	Buy	8,240 +240	+3%	+$17.1K	0.2%	94
2024 Q2	$577K	Hold	8,000	–	–	0.2%	92
2024 Q1	$524K	Hold	8,000	–	–	0.19%	100
2023 Q4	$484K	Hold	8,000	–	–	0.2%	101
2023 Q3	$415K	Hold	8,000	–	–	0.2%	108
2023 Q2	$442K	Hold	8,000	–	–	0.2%	108
2023 Q1	$385K	Hold	8,000	–	–	0.21%	111
2022 Q4	$319K	Sell	8,000 -800	-9%	-$32.6K	0.2%	118
2022 Q3	$338K	Hold	8,800	–	–	0.21%	115
2022 Q2	$359K	Hold	8,800	–	–	0.21%	110
2022 Q1	$458K	Hold	8,800	–	–	0.2%	111
2021 Q4	$503K	Buy	+8,800	New	+$483K	0.19%	111

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

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

Quantum Private Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 0.4% in Q2 2026, selling an estimated $3.29K and leaving 7,410 shares worth $886K. The position accounts for 0.23% of the portfolio, ranked #68.

Quantum Private Wealth first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,189 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Quantum Private Wealth held 7,410 shares of Vanguard Information Technology ETF worth $886K as of Q2 2026.
Quantum Private Wealth sold 30 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.29K.
Vanguard Information Technology ETF made up 0.23% of Quantum Private Wealth's portfolio in Q2 2026, its #68 holding.
Quantum Private Wealth first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
2,189 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.