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

Shira Ridge 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	$4.81M	Sell	40,216 -472	-1%	-$51.7K	1.68%	16
2026 Q1	$3.55M	Sell	40,688 -208	-0.5%	-$19.2K	1.4%	20
2025 Q4	$3.85M	Sell	40,896 -2,712	-6%	-$258K	1.55%	19
2025 Q3	$4.07M	Sell	43,608 -680	-2%	-$59.4K	1.73%	16
2025 Q2	$3.67M	Buy	44,288 +248	+0.6%	+$18K	1.68%	17
2025 Q1	$2.99M	Sell	44,040 -2,184	-5%	-$165K	1.49%	19
2024 Q4	$3.59M	Buy	46,224 +328	+0.7%	+$25.2K	1.76%	18
2024 Q3	$3.36M	Buy	45,896 +168	+0.4%	+$11.9K	1.72%	16
2024 Q2	$3.3M	Sell	45,728 -1,024	-2%	-$68.1K	1.84%	13
2024 Q1	$3.06M	Sell	46,752 -4,552	-9%	-$289K	1.75%	14
2023 Q4	$3.1M	Buy	51,304 +2,112	+4%	+$118K	1.86%	16
2023 Q3	$2.55M	Sell	49,192 -312	-0.6%	-$17K	1.68%	16
2023 Q2	$2.74M	Buy	49,504 +288	+0.6%	+$14.5K	1.71%	19
2023 Q1	$2.37M	Sell	49,216 -2,640	-5%	-$117K	1.57%	19
2022 Q4	$2.07M	Buy	+51,856	New	+$2.12M	1.43%	21

Other funds holding VGT

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Shira Ridge Wealth Management's VGT Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 1.2% in Q2 2026, selling an estimated $51.7K and leaving 40,216 shares worth $4.81M. The position accounts for 1.68% of the portfolio, ranked #16.

Shira Ridge Wealth Management first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. 929 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Shira Ridge Wealth Management held 40,216 shares of Vanguard Information Technology ETF worth $4.81M as of Q2 2026.
Shira Ridge Wealth Management sold 472 Vanguard Information Technology ETF shares in Q2 2026, an estimated $51.7K.
Vanguard Information Technology ETF made up 1.68% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #16 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
929 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.