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

SilverOak 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	$592K	Sell	4,952 -336	-6%	-$36.8K	0.08%	72
2026 Q1	$461K	Buy	5,288 +64	+1%	+$5.89K	0.07%	72
2025 Q4	$492K	Hold	5,224	–	–	0.08%	70
2025 Q3	$488K	Sell	5,224 -2,880	-36%	-$252K	0.08%	69
2025 Q2	$672K	Buy	8,104 +4,080	+101%	+$297K	0.13%	55
2025 Q1	$273K	Hold	4,024	–	–	0.06%	79
2024 Q4	$313K	Sell	4,024 -648	-14%	-$49.8K	0.07%	73
2024 Q3	$343K	Sell	4,672 -384	-8%	-$27.3K	0.08%	69
2024 Q2	$364K	Hold	5,056	–	–	0.09%	68
2024 Q1	$331K	Sell	5,056 -304	-6%	-$19.3K	0.08%	67
2023 Q4	$324K	Buy	+5,360	New	+$299K	0.09%	66

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

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

SilverOak Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 6.4% in Q2 2026, selling an estimated $36.8K and leaving 4,952 shares worth $592K. The position accounts for 0.08% of the portfolio, ranked #72.

SilverOak Wealth Management first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. The position peaked at $672K in Q2 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

SilverOak Wealth Management held 4,952 shares of Vanguard Information Technology ETF worth $592K as of Q2 2026.
SilverOak Wealth Management sold 336 Vanguard Information Technology ETF shares in Q2 2026, an estimated $36.8K.
Vanguard Information Technology ETF made up 0.08% of SilverOak Wealth Management's portfolio in Q2 2026, its #72 holding.
SilverOak Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's Vanguard Information Technology ETF position peaked at $672K in Q2 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.