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

River 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	$505K	Buy	4,223 +71	+2%	+$7.77K	0.05%	159
2026 Q1	$362K	Hold	4,152	–	–	0.04%	167
2025 Q4	$391K	Hold	4,152	–	–	0.04%	164
2025 Q3	$388K	Hold	4,152	–	–	0.05%	165
2025 Q2	$344K	Hold	4,152	–	–	0.04%	173
2025 Q1	$281K	Sell	4,152 -2,672	-39%	-$201K	0.04%	180
2024 Q4	$530K	Sell	6,824 -1,392	-17%	-$107K	0.07%	150
2024 Q3	$602K	Sell	8,216 -8	-0.1%	-$569	0.08%	139
2024 Q2	$593K	Hold	8,224	–	–	0.09%	130
2024 Q1	$539K	Hold	8,224	–	–	0.08%	139
2023 Q4	$498K	Sell	8,224 -760	-8%	-$42.3K	0.08%	143
2023 Q3	$466K	Sell	8,984 -3,264	-27%	-$177K	0.08%	143
2023 Q2	$677K	Sell	12,248 -400	-3%	-$20.1K	0.11%	135
2023 Q1	$609K	Sell	12,648 -720	-5%	-$31.8K	0.11%	136
2022 Q4	$534K	Hold	13,368	–	–	0.1%	140
2022 Q3	$514K	Sell	13,368 -6,920	-34%	-$304K	0.11%	137
2022 Q2	$828K	Buy	20,288 +240	+1%	+$10.8K	0.15%	124
2022 Q1	$1.04M	Buy	20,048 +200	+1%	+$10.3K	0.17%	117
2021 Q4	$1.14M	Buy	19,848 +1,008	+5%	+$55.3K	0.18%	112
2021 Q3	$945K	Sell	18,840 -32	-0.2%	-$1.66K	0.16%	114
2021 Q2	$941K	Buy	18,872 +408	+2%	+$19.2K	0.16%	116
2021 Q1	$827K	Sell	18,464 -120	-0.6%	-$5.4K	0.16%	118
2020 Q4	$822K	Sell	18,584 -120	-0.6%	-$4.94K	0.18%	111
2020 Q3	$728K	Sell	18,704 -248	-1%	-$9.34K	0.19%	109
2020 Q2	$660K	Buy	18,952 +16	+0.1%	+$499	0.2%	107
2020 Q1	$501K	Buy	18,936 +1,392	+8%	+$42.2K	0.2%	106
2019 Q4	$537K	Buy	17,544 +3,000	+21%	+$85.9K	0.18%	109
2019 Q3	$392K	Buy	14,544 +6,400	+79%	+$172K	0.15%	124
2019 Q2	$215K	Buy	+8,144	New	+$210K	0.08%	158
2019 Q1	–	Sell	-6,472	Closed	-$135K	–	482
2018 Q4	$135K	Sell	6,472 -3,600	-36%	-$81.6K	0.06%	172
2018 Q3	$255K	Buy	10,072 +536	+6%	+$13K	0.09%	151
2018 Q2	$216K	Buy	+9,536	New	+$214K	0.08%	156

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

River Wealth Advisors's VGT Position: Q2 2026 in Review

River Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 1.7% in Q2 2026, buying an estimated $7.77K and bringing the position to 4,223 shares worth $505K. The position accounts for 0.05% of the portfolio, ranked #159.

River Wealth Advisors first reported a position in VGT in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.14M in Q4 2021. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

River Wealth Advisors held 4,223 shares of Vanguard Information Technology ETF worth $505K as of Q2 2026.
River Wealth Advisors bought 71 Vanguard Information Technology ETF shares in Q2 2026, an estimated $7.77K.
Vanguard Information Technology ETF made up 0.05% of River Wealth Advisors's portfolio in Q2 2026, its #159 holding.
River Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 32 quarters since.
River Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.14M in Q4 2021.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.