Secure Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Secure Asset 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	$2.2M	Buy	18,398 +198	+1%	+$21.7K	0.31%	89
2026 Q1	$1.59M	Buy	18,200 +632	+4%	+$58.2K	0.25%	103
2025 Q4	$1.65M	Buy	17,568 +696	+4%	+$66.1K	0.26%	98
2025 Q3	$1.59M	Hold	16,872	–	–	0.26%	101
2025 Q2	$1.4M	Buy	16,872 +4,128	+32%	+$300K	0.26%	99
2025 Q1	$864K	Hold	12,744	–	–	0.17%	131
2024 Q4	$991K	Sell	12,744 -88	-0.7%	-$6.76K	0.15%	131
2024 Q3	$941K	Sell	12,832 -48	-0.4%	-$3.41K	0.16%	135
2024 Q2	$928K	Buy	12,880 +8,152	+172%	+$542K	0.18%	124
2024 Q1	$310K	Sell	4,728 -11,744	-71%	-$744K	0.07%	178
2023 Q4	$996K	Sell	16,472 -1,032	-6%	-$57.5K	0.27%	93
2023 Q3	$908K	Buy	17,504 +72	+0.4%	+$3.92K	0.27%	96
2023 Q2	$964K	Sell	17,432 -192	-1%	-$9.64K	0.29%	84
2023 Q1	$849K	Sell	17,624 -1,824	-9%	-$80.6K	0.28%	88
2022 Q4	$777K	Buy	19,448 +688	+4%	+$28.1K	0.28%	93
2022 Q3	$721K	Buy	18,760 +328	+2%	+$14.4K	0.4%	49
2022 Q2	$752K	Sell	18,432 -3,392	-16%	-$153K	0.42%	43
2022 Q1	$1.14M	Buy	21,824 +3,824	+21%	+$196K	0.51%	35
2021 Q4	$1.03M	Buy	18,000 +432	+2%	+$23.7K	0.42%	42
2021 Q3	$881K	Buy	17,568 +336	+2%	+$17.4K	0.43%	39
2021 Q2	$859K	Buy	17,232 +176	+1%	+$8.3K	0.44%	39
2021 Q1	$764K	Buy	17,056 +32	+0.2%	+$1.44K	0.43%	44
2020 Q4	$753K	Buy	17,024 +24	+0.1%	+$987	0.44%	48
2020 Q3	$662K	Sell	17,000 -408	-2%	-$15.4K	0.45%	49
2020 Q2	$606K	Buy	17,408 +40	+0.2%	+$1.25K	0.43%	63
2020 Q1	$460K	Sell	17,368 -224	-1%	-$6.79K	0.5%	51
2019 Q4	$538K	Buy	+17,592	New	+$504K	0.38%	73

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

Secure Asset Management's VGT Position: Q2 2026 in Review

Secure Asset Management increased its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 18,398 shares worth $2.2M. The position accounts for 0.31% of the portfolio, ranked #89.

Secure Asset Management first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Secure Asset Management held 18,398 shares of Vanguard Information Technology ETF worth $2.2M as of Q2 2026.
Secure Asset Management bought 198 Vanguard Information Technology ETF shares in Q2 2026, an estimated $21.7K.
Vanguard Information Technology ETF made up 0.31% of Secure Asset Management's portfolio in Q2 2026, its #89 holding.
Secure Asset Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.