RVW Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

RVW Wealth’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	$545K	Hold	4,560	–	–	0.04%	109
2026 Q1	$398K	Hold	4,560	–	–	0.03%	123
2025 Q4	$430K	Hold	4,560	–	–	0.03%	120
2025 Q3	$426K	Hold	4,560	–	–	0.03%	122
2025 Q2	$378K	Buy	4,560 +56	+1%	+$4.07K	0.03%	121
2025 Q1	$305K	Sell	4,504 -2,000	-31%	-$151K	0.03%	129
2024 Q4	$506K	Hold	6,504	–	–	0.05%	89
2024 Q3	$477K	Hold	6,504	–	–	0.04%	95
2024 Q2	$469K	Hold	6,504	–	–	0.05%	93
2024 Q1	$426K	Hold	6,504	–	–	0.04%	96
2023 Q4	$393K	Sell	6,504 -352	-5%	-$19.6K	0.04%	101
2023 Q3	$356K	Sell	6,856 -8	-0.1%	-$435	0.04%	103
2023 Q2	$379K	Sell	6,864 -136	-2%	-$6.83K	0.04%	104
2023 Q1	$337K	Sell	7,000 -1,648	-19%	-$72.9K	0.04%	111
2022 Q4	$345K	Hold	8,648	–	–	0.04%	115
2022 Q3	$332K	Hold	8,648	–	–	0.05%	109
2022 Q2	$353K	Hold	8,648	–	–	0.05%	105
2022 Q1	$450K	Buy	8,648 +8	+0.1%	+$411	0.05%	97
2021 Q4	$495K	Buy	8,640 +1,648	+24%	+$90.5K	0.06%	93
2021 Q3	$0	Buy	+6,992	New	+$362K	﹤0.01%	119

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

RVW Wealth's VGT Position: Q2 2026 in Review

RVW Wealth held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 4,560 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #109.

RVW Wealth first reported a position in VGT in Q3 2021 and has held it in 20 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

RVW Wealth held 4,560 shares of Vanguard Information Technology ETF worth $545K as of Q2 2026.
RVW Wealth left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.04% of RVW Wealth's portfolio in Q2 2026, its #109 holding.
RVW Wealth first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 20 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.