SPWM
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Schrum Private Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Schrum Private Wealth Management’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 		$1.9M Sell
6,639
-16,473
-71% -$1.8M 1.95% 9
2026
Q1 		$2.02M Sell
23,112
-504
-2% -$46.4K 1.54% 16
2025
Q4 		$2.23M Sell
23,616
-784
-3% -$74.5K 1.65% 14
2025
Q3 		$2.28M Sell
24,400
-1,208
-5% -$106K 1.67% 15
2025
Q2 		$2.12M Buy
25,608
+200
+0.8% +$14.5K 1.7% 12
2025
Q1 		$1.72M Hold
25,408
– – 1.51% 17
2024
Q4 		$1.97M Sell
25,408
-13,216
-34% -$1.02M 1.67% 13
2024
Q3 		$2.83M Buy
38,624
+11,368
+42% +$808K 1.46% 14
2024
Q2 		$1.96M Hold
27,256
– – 1.77% 11
2024
Q1 		$1.79M Buy
27,256
+7,784
+40% +$493K 1.62% 13
2023
Q4 		$1.18M Sell
19,472
-8,744
-31% -$487K 1.67% 15
2023
Q3 		$1.46M Sell
28,216
-792
-3% -$43.1K 1.67% 14
2023
Q2 		$1.6M Hold
29,008
– – 1.73% 13
2023
Q1 		$1.4M Sell
29,008
-4,128
-12% -$182K 1.61% 15
2022
Q4 		$1.32M Sell
33,136
-1,184
-3% -$48.3K 1.57% 16
2022
Q3 		$1.32M Hold
34,320
– – 1.66% 12
2022
Q2 		$1.4M Buy
34,320
+16
+0% +$721 1.58% 15
2022
Q1 		$1.61M Sell
34,304
-800
-2% -$41.1K 1.62% 15
2021
Q4 		$2.01M Buy
+35,104
New +$1.93M 1.83% 8

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Schrum Private Wealth Management's VGT Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 71% in Q2 2026, selling an estimated $1.8M and leaving 6,639 shares worth $1.9M. The position accounts for 1.95% of the portfolio, ranked #9.

Schrum Private Wealth Management first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.83M in Q3 2024. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Schrum Private Wealth Management held 6,639 shares of Vanguard Information Technology ETF worth $1.9M as of Q2 2026.
  • Schrum Private Wealth Management sold 16,473 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.8M.
  • Vanguard Information Technology ETF made up 1.95% of Schrum Private Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Schrum Private Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's Vanguard Information Technology ETF position peaked at $2.83M in Q3 2024.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.