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

SHP 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 		$488K Sell
4,083
-733
-15% -$80.3K 0.03% 183
2026
Q1 		$421K Sell
4,816
-1,640
-25% -$151K 0.03% 170
2025
Q4 		$609K Buy
+6,456
New +$613K 0.05% 124

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

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

SHP Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 15% in Q2 2026, selling an estimated $80.3K and leaving 4,083 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #183.

SHP Wealth Management first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. The position peaked at $609K in Q4 2025. 2,200 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • SHP Wealth Management held 4,083 shares of Vanguard Information Technology ETF worth $488K as of Q2 2026.
  • SHP Wealth Management sold 733 Vanguard Information Technology ETF shares in Q2 2026, an estimated $80.3K.
  • Vanguard Information Technology ETF made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #183 holding.
  • SHP Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Vanguard Information Technology ETF position peaked at $609K in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.