Schneider Downs Wealth Management Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Schneider Downs Wealth Management 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	$497K	Sell	4,158 -194	-4%	-$21.2K	0.05%	107
2026 Q1	$379K	Sell	4,352 -280	-6%	-$25.8K	0.04%	113
2025 Q4	$436K	Sell	4,632 -32	-0.7%	-$3.04K	0.05%	106
2025 Q3	$436K	Hold	4,664	–	–	0.05%	107
2025 Q2	$387K	Hold	4,664	–	–	0.06%	107
2025 Q1	$316K	Buy	+4,664	New	+$351K	0.06%	108

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

Schneider Downs Wealth Management Advisors's VGT Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 4.5% in Q2 2026, selling an estimated $21.2K and leaving 4,158 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #107.

Schneider Downs Wealth Management Advisors first reported a position in VGT in Q1 2025 and has held it in 6 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Schneider Downs Wealth Management Advisors held 4,158 shares of Vanguard Information Technology ETF worth $497K as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 194 Vanguard Information Technology ETF shares in Q2 2026, an estimated $21.2K.
Vanguard Information Technology ETF made up 0.05% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #107 holding.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 6 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.