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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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. 2,197 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.
  • 2,197 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.