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

Sheets Smith 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	$562K	Buy	4,705 +177	+4%	+$19.4K	0.06%	284
2026 Q1	$395K	Sell	4,528 -120	-3%	-$11K	0.04%	315
2025 Q4	$438K	Sell	4,648 -336	-7%	-$31.9K	0.05%	292
2025 Q3	$465K	Sell	4,984 -408	-8%	-$35.6K	0.05%	289
2025 Q2	$447K	Buy	5,392 +24	+0.4%	+$1.75K	0.05%	295
2025 Q1	$364K	Sell	5,368 -88	-2%	-$6.63K	0.05%	287
2024 Q4	$424K	Sell	5,456 -2,160	-28%	-$166K	0.05%	283
2024 Q3	$558K	Sell	7,616 -440	-5%	-$31.3K	0.07%	235
2024 Q2	$581K	Buy	8,056 +1,000	+14%	+$66.5K	0.07%	218
2024 Q1	$462K	Buy	+7,056	New	+$447K	0.05%	255
2023 Q4	–	Sell	-280	Closed	-$14.5K	–	497
2023 Q3	$14.5K	Buy	+280	New	+$15.2K	﹤0.01%	440

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

Sheets Smith Wealth Management's VGT Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 3.9% in Q2 2026, buying an estimated $19.4K and bringing the position to 4,705 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #284.

Sheets Smith Wealth Management first reported a position in VGT in Q3 2023 and has held it in 11 quarters since. The position peaked at $581K in Q2 2024. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Sheets Smith Wealth Management held 4,705 shares of Vanguard Information Technology ETF worth $562K as of Q2 2026.
Sheets Smith Wealth Management bought 177 Vanguard Information Technology ETF shares in Q2 2026, an estimated $19.4K.
Vanguard Information Technology ETF made up 0.06% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #284 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 11 quarters since.
Sheets Smith Wealth Management's Vanguard Information Technology ETF position peaked at $581K in Q2 2024.
2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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