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Realta Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Realta Investment Advisors’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 		$6.99M Buy
58,525
+6,285
+12% +$688K 2.17% 7
2026
Q1 		$4.56M Sell
52,240
-13,216
-20% -$1.22M 1.58% 12
2025
Q4 		$6.17M Buy
65,456
+2,056
+3% +$195K 2.02% 9
2025
Q3 		$5.92M Buy
63,400
+3,752
+6% +$328K 1.98% 10
2025
Q2 		$4.95M Buy
59,648
+12,280
+26% +$893K 1.95% 12
2025
Q1 		$3.21M Buy
47,368
+2,600
+6% +$196K 1.46% 14
2024
Q4 		$3.54M Buy
44,768
+28,800
+180% +$2.21M 1.45% 12
2024
Q3 		$1.21M Sell
15,968
-7,224
-31% -$513K 0.56% 43
2024
Q2 		$1.67M Sell
23,192
-352
-1% -$23.4K 0.33% 68
2024
Q1 		$1.54M Sell
23,544
-1,536
-6% -$97.4K 0.32% 72
2023
Q4 		$1.52M Sell
25,080
-2,696
-10% -$150K 0.34% 63
2023
Q3 		$1.53M Hold
27,776
– – 0.35% 62
2023
Q2 		$1.53M Sell
27,776
-2,048
-7% -$103K 0.34% 65
2023
Q1 		$1.44M Sell
29,824
-4,912
-14% -$217K 0.35% 75
2022
Q4 		$1.39M Buy
34,736
+496
+1% +$20.2K 0.34% 67
2022
Q3 		$1.32M Sell
34,240
-360
-1% -$15.8K 0.35% 62
2022
Q2 		$1.42M Sell
34,600
-31,008
-47% -$1.4M 0.35% 62
2022
Q1 		$3.42M Sell
65,608
-15,800
-19% -$811K 0.68% 20
2021
Q4 		$4.66M Buy
81,408
+1,784
+2% +$97.9K 1.03% 14
2021
Q3 		$3.99M Buy
79,624
+8,056
+11% +$418K 0.94% 18
2021
Q2 		$3.57M Buy
71,568
+1,336
+2% +$63K 0.85% 20
2021
Q1 		$3.15M Buy
70,232
+29,120
+71% +$1.31M 0.83% 20
2020
Q4 		$1.82M Buy
41,112
+6,768
+20% +$278K 0.51% 40
2020
Q3 		$1.34M Sell
34,344
-2,280
-6% -$85.8K 0.45% 47
2020
Q2 		$1.28M Sell
36,624
-2,128
-5% -$66.4K 0.42% 50
2020
Q1 		$1.03M Buy
38,752
+19,280
+99% +$584K 0.44% 51
2019
Q4 		$574K Sell
19,472
-200
-1% -$5.72K 0.16% 164
2019
Q3 		$532K Buy
19,672
+11,408
+138% +$307K 0.14% 167
2019
Q2 		$216K Buy
8,264
+1,720
+26% +$44.4K 0.06% 315
2019
Q1 		$165K Buy
+6,544
New +$152K 0.08% 314

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Realta Investment Advisors's VGT Position: Q2 2026 in Review

Realta Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 12% in Q2 2026, buying an estimated $688K and bringing the position to 58,525 shares worth $6.99M. The position accounts for 2.17% of the portfolio, ranked #7.

Realta Investment Advisors first reported a position in VGT in Q1 2019 and has held it in 30 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Realta Investment Advisors held 58,525 shares of Vanguard Information Technology ETF worth $6.99M as of Q2 2026.
  • Realta Investment Advisors bought 6,285 Vanguard Information Technology ETF shares in Q2 2026, an estimated $688K.
  • Vanguard Information Technology ETF made up 2.17% of Realta Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Realta Investment Advisors first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.