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

Rialto Wealth Management’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	$131K	Sell	1,094 -2	-0.2%	-$219	0.03%	208
2026 Q1	$95.4K	Hold	1,096	–	–	0.02%	220
2025 Q4	$103K	Hold	1,096	–	–	0.02%	206
2025 Q3	$102K	Hold	1,096	–	–	0.03%	202
2025 Q2	$90.7K	Hold	1,096	–	–	0.03%	211
2025 Q1	$74.1K	Sell	1,096 -680	-38%	-$51.2K	0.02%	224
2024 Q4	$138K	Buy	+1,776	New	+$136K	0.05%	172

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

Rialto Wealth Management's VGT Position: Q2 2026 in Review

Rialto Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.18% in Q2 2026, selling an estimated $219 and leaving 1,094 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #208.

Rialto Wealth Management first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. The position peaked at $138K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Rialto Wealth Management held 1,094 shares of Vanguard Information Technology ETF worth $131K as of Q2 2026.
Rialto Wealth Management sold 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.03% of Rialto Wealth Management's portfolio in Q2 2026, its #208 holding.
Rialto Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Vanguard Information Technology ETF position peaked at $138K in Q4 2024.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.