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Selective Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Selective 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 		$1.13M Sell
10,020
-62,476
-86% -$6.84M 0.3% 42
2026
Q1 		$935K Buy
72,496
+60,968
+529% +$5.61M 0.28% 43
2025
Q4 		$1.09M Buy
11,528
+520
+5% +$49.4K 0.34% 36
2025
Q3 		$1.04M Sell
11,008
-8
-0.1% -$699 0.33% 37
2025
Q2 		$932K Sell
11,016
-8
-0.1% -$582 0.34% 38
2025
Q1 		$717K Buy
11,024
+80
+0.7% +$6.03K 0.31% 44
2024
Q4 		$834K Sell
10,944
-1,472
-12% -$113K 0.34% 42
2024
Q3 		$918K Sell
12,416
-8
-0.1% -$569 0.38% 37
2024
Q2 		$929K Hold
12,424
– – 0.41% 37
2024
Q1 		$798K Buy
12,424
+16
+0.1% +$1.01K 0.35% 40
2023
Q4 		$717K Hold
12,408
– – 0.36% 37
2023
Q3 		$644K Hold
12,408
– – 0.35% 37
2023
Q2 		$678K Buy
+12,408
New +$623K 0.34% 38
2022
Q4 		$504K Buy
11,928
+368
+3% +$15K 0.27% 50
2022
Q3 		$444K Buy
11,560
+1,048
+10% +$46.1K 0.19% 68
2022
Q2 		$429K Buy
10,512
+64
+0.6% +$2.88K 0.15% 84
2022
Q1 		$544K Buy
10,448
+16
+0.2% +$821 0.2% 63
2021
Q4 		$598K Buy
+10,432
New +$573K 0.24% 51

Other funds holding VGT

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Selective Wealth Management's VGT Position: Q2 2026 in Review

Selective Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 86% in Q2 2026, selling an estimated $6.84M and leaving 10,020 shares worth $1.13M. The position accounts for 0.3% of the portfolio, ranked #42.

Selective Wealth Management first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. 1,066 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Selective Wealth Management held 10,020 shares of Vanguard Information Technology ETF worth $1.13M as of Q2 2026.
  • Selective Wealth Management sold 62,476 Vanguard Information Technology ETF shares in Q2 2026, an estimated $6.84M.
  • Vanguard Information Technology ETF made up 0.3% of Selective Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Selective Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.