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

FNFDCM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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. 772 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.
772 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.