RMR Wealth Builders’s Vanguard Information Technology ETF VGT Stock Holding History

RMR Wealth Builders’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	$245K	Buy	+2,046	New	+$224K	0.02%	277
2022 Q2	–	Sell	-4,704	Closed	-$245K	–	220
2022 Q1	$245K	Hold	4,704	–	–	0.05%	179
2021 Q4	$269K	Buy	4,704 +80	+2%	+$4.39K	0.08%	97
2021 Q3	$232K	Buy	+4,624	New	+$240K	0.07%	166

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

RMR Wealth Builders's VGT Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,046 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in VGT as recently as Q1 2022.

RMR Wealth Builders first reported a position in VGT in Q3 2021 and has held it in 4 quarters since. The position peaked at $269K in Q4 2021. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

RMR Wealth Builders held 2,046 shares of Vanguard Information Technology ETF worth $245K as of Q2 2026.
Vanguard Information Technology ETF was a new RMR Wealth Builders position in Q2 2026.
Vanguard Information Technology ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #277 holding.
RMR Wealth Builders first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 4 quarters since.
RMR Wealth Builders's Vanguard Information Technology ETF position peaked at $269K in Q4 2021.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.