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Regent Peak Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Regent Peak Wealth 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 		$2.16M Sell
18,107
-469
-3% -$51.4K 0.4% 37
2026
Q1 		$1.62M Sell
18,576
-184
-1% -$16.9K 0.33% 40
2025
Q4 		$1.77M Sell
18,760
-432
-2% -$41K 0.35% 38
2025
Q3 		$1.79M Buy
+19,192
New +$1.68M 0.36% 40
2025
Q1 		$1.35M Sell
19,920
-120
-0.6% -$9.04K 0.32% 42
2024
Q4 		$1.56M Hold
20,040
– – 0.35% 38
2024
Q3 		$1.47M Sell
20,040
-1,696
-8% -$121K 0.34% 54
2024
Q2 		$1.57M Buy
21,736
+1,576
+8% +$105K 0.36% 55
2024
Q1 		$1.32M Sell
20,160
-2,936
-13% -$186K 0.34% 52
2023
Q4 		$1.4M Sell
23,096
-1,080
-4% -$60.2K 0.38% 49
2023
Q3 		$1.25M Sell
24,176
-304
-1% -$16.5K 0.38% 53
2023
Q2 		$1.35M Sell
24,480
-456
-2% -$22.9K 0.39% 51
2023
Q1 		$1.2M Sell
24,936
-800
-3% -$35.4K 0.37% 49
2022
Q4 		$1.03M Buy
25,736
+2,856
+12% +$117K 0.34% 54
2022
Q3 		$881K Hold
22,880
– – 0.31% 60
2022
Q2 		$933K Buy
22,880
+1,888
+9% +$85K 0.3% 58
2022
Q1 		$1.09M Hold
20,992
– – 0.31% 53
2021
Q4 		$1.2M Buy
20,992
+2,992
+17% +$164K 0.33% 53
2021
Q3 		$903K Hold
18,000
– – 0.26% 59
2021
Q2 		$927K Hold
18,000
– – 0.26% 61
2021
Q1 		$806K Buy
18,000
+120
+0.7% +$5.4K 0.26% 67
2020
Q4 		$791K Hold
17,880
– – 0.26% 65
2020
Q3 		$696K Sell
17,880
-200
-1% -$7.53K 0.3% 60
2020
Q2 		$630K Hold
18,080
– – 0.29% 60
2020
Q1 		$478K Buy
18,080
+200
+1% +$6.06K 0.27% 64
2019
Q4 		$547K Buy
+17,880
New +$512K 0.25% 68

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

Regent Peak Wealth Advisors's VGT Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 2.5% in Q2 2026, selling an estimated $51.4K and leaving 18,107 shares worth $2.16M. The position accounts for 0.4% of the portfolio, ranked #37.

Regent Peak Wealth Advisors first reported a position in VGT in Q4 2019 and has held it in 26 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Regent Peak Wealth Advisors held 18,107 shares of Vanguard Information Technology ETF worth $2.16M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 469 Vanguard Information Technology ETF shares in Q2 2026, an estimated $51.4K.
  • Vanguard Information Technology ETF made up 0.4% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.