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

Sax 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	$1.27M	Sell	1,819 -12,805	-88%	-$1.4M	0.05%	196
2026 Q1	$1.38M	Sell	14,624 -288	-2%	-$26.5K	0.07%	154
2025 Q4	$1.4M	Sell	14,912 -272	-2%	-$25.8K	0.07%	154
2025 Q3	$1.42M	Sell	15,184 -496	-3%	-$43.3K	0.08%	142
2025 Q2	$1.3M	Buy	+15,680	New	+$1.14M	0.08%	146
2024 Q3	–	Sell	-3,608	Closed	-$260K	–	314
2024 Q2	$260K	Hold	3,608	–	–	0.02%	227
2024 Q1	$236K	Buy	3,608 +88	+3%	+$5.58K	0.03%	168
2023 Q4	$213K	Buy	+3,520	New	+$196K	0.03%	179

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

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

Sax Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 88% in Q2 2026, selling an estimated $1.4M and leaving 1,819 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #196.

Sax Wealth Advisors first reported a position in VGT in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.42M in Q3 2025. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Sax Wealth Advisors held 1,819 shares of Vanguard Information Technology ETF worth $1.27M as of Q2 2026.
Sax Wealth Advisors sold 12,805 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.4M.
Vanguard Information Technology ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #196 holding.
Sax Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 8 quarters since.
Sax Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.42M in Q3 2025.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.