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Rise Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Rise 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 		$385K Buy
3,221
+5
+0.2% +$547 0.11% 62
2026
Q1 		$284K Hold
3,216
– – 0.1% 72
2025
Q4 		$303K Buy
3,216
+40
+1% +$3.8K 0.11% 72
2025
Q3 		$297K Sell
3,176
-16
-0.5% -$1.4K 0.11% 73
2025
Q2 		$265K Buy
3,192
+24
+0.8% +$1.75K 0.11% 74
2025
Q1 		$215K Buy
3,168
+1,328
+72% +$100K 0.1% 85
2024
Q4 		$143K Buy
1,840
+24
+1% +$1.84K 0.07% 109
2024
Q3 		$133K Hold
1,816
– – 0.06% 123
2024
Q2 		$131K Hold
1,816
– – 0.07% 122
2024
Q1 		$119K Buy
1,816
+8
+0.4% +$507 0.06% 130
2023
Q4 		$110K Hold
1,808
– – 0.08% 98
2023
Q3 		$93.6K Sell
1,808
-248
-12% -$13.5K 0.07% 96
2023
Q2 		$113K Sell
2,056
-160
-7% -$8.04K 0.09% 94
2023
Q1 		$107K Buy
2,216
+8
+0.4% +$354 0.08% 97
2022
Q4 		$88.1K Buy
2,208
+8
+0.4% +$326 0.07% 113
2022
Q3 		$84K Hold
2,200
– – 0.07% 107
2022
Q2 		$90K Buy
2,200
+8
+0.4% +$360 0.09% 100
2022
Q1 		$114K Hold
2,192
– – 0.1% 90
2021
Q4 		$125K Buy
+2,192
New +$120K 0.12% 85

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

Rise Advisors's VGT Position: Q2 2026 in Review

Rise Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.16% in Q2 2026, buying an estimated $547 and bringing the position to 3,221 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #62.

Rise Advisors first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Rise Advisors held 3,221 shares of Vanguard Information Technology ETF worth $385K as of Q2 2026.
  • Rise Advisors bought 5 Vanguard Information Technology ETF shares in Q2 2026, an estimated $547.
  • Vanguard Information Technology ETF made up 0.11% of Rise Advisors's portfolio in Q2 2026, its #62 holding.
  • Rise Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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