Schrum Private Wealth Management
VGT icon

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
Q3 		– Sell
-6,639
Closed -$1.9M – 129
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

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JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Schrum Private Wealth Management's VGT Position: Q3 2026 in Review

Schrum Private Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2026, closing a stake of 6,639 shares — an estimated $1.9M sold.

Schrum Private Wealth Management first reported a position in VGT in Q4 2021 and held it in 19 quarters. The position peaked at $2.83M in Q3 2024. 1,880 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Schrum Private Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q3 2026 after selling out during the quarter.
  • Schrum Private Wealth Management sold 6,639 Vanguard Information Technology ETF shares in Q3 2026, an estimated $1.9M.
  • Schrum Private Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 19 quarters.
  • Schrum Private Wealth Management's Vanguard Information Technology ETF position peaked at $2.83M in Q3 2024.
  • 1,880 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Schrum Private Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.