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

San Luis 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	$211K	Buy	+1,768	New	+$194K	0.03%	173
2025 Q4	–	Sell	-2,456	Closed	-$229K	–	190
2025 Q3	$229K	Buy	+2,456	New	+$215K	0.04%	162
2025 Q1	–	Sell	-7,832	Closed	-$609K	–	162
2024 Q4	$609K	Buy	7,832 +112	+1%	+$8.6K	0.12%	91
2024 Q3	$566K	Hold	7,720	–	–	0.12%	89
2024 Q2	$556K	Hold	7,720	–	–	0.13%	67
2024 Q1	$506K	Hold	7,720	–	–	0.27%	29
2023 Q4	$467K	Hold	7,720	–	–	0.2%	31
2023 Q3	$400K	Hold	7,720	–	–	0.19%	45
2023 Q2	$427K	Hold	7,720	–	–	0.15%	120
2023 Q1	$372K	Hold	7,720	–	–	0.14%	120
2022 Q4	$308K	Hold	7,720	–	–	0.29%	59
2022 Q3	$297K	Buy	+7,720	New	+$339K	0.31%	66

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

San Luis Wealth Advisors's VGT Position: Q2 2026 in Review

San Luis Wealth Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 1,768 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings. This is a return to the name: San Luis Wealth Advisors previously reported a position in VGT as recently as Q3 2025.

San Luis Wealth Advisors first reported a position in VGT in Q3 2022 and has held it in 12 quarters since. The position peaked at $609K in Q4 2024. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

San Luis Wealth Advisors held 1,768 shares of Vanguard Information Technology ETF worth $211K as of Q2 2026.
Vanguard Information Technology ETF was a new San Luis Wealth Advisors position in Q2 2026.
Vanguard Information Technology ETF made up 0.03% of San Luis Wealth Advisors's portfolio in Q2 2026, its #173 holding.
San Luis Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2022 and has held it in 12 quarters since.
San Luis Wealth Advisors's Vanguard Information Technology ETF position peaked at $609K in Q4 2024.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.