Simplicity Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Simplicity Wealth’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	$3.42M	Buy	28,626 +18,114	+172%	+$1.98M	0.12%	183
2026 Q1	$917K	Sell	10,512 -5,264	-33%	-$485K	0.05%	309
2025 Q4	$1.49M	Sell	15,776 -10,504	-40%	-$998K	0.09%	218
2025 Q3	$2.45M	Buy	26,280 +9,200	+54%	+$804K	0.14%	161
2025 Q2	$1.42M	Buy	17,080 +9,808	+135%	+$713K	0.06%	262
2025 Q1	$493K	Hold	7,272	–	–	0.04%	343
2024 Q4	$565K	Hold	7,272	–	–	0.12%	148
2024 Q3	$533K	Sell	7,272 -33,328	-82%	-$2.37M	0.05%	281
2024 Q2	$2.93M	Sell	40,600 -10,560	-21%	-$702K	0.07%	282
2024 Q1	$3.35M	Buy	+51,160	New	+$3.24M	0.08%	250

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

Simplicity Wealth's VGT Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Information Technology ETF (VGT) stake by 172% in Q2 2026, buying an estimated $1.98M and bringing the position to 28,626 shares worth $3.42M. The position accounts for 0.12% of the portfolio, ranked #183.

Simplicity Wealth first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Simplicity Wealth held 28,626 shares of Vanguard Information Technology ETF worth $3.42M as of Q2 2026.
Simplicity Wealth bought 18,114 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.98M.
Vanguard Information Technology ETF made up 0.12% of Simplicity Wealth's portfolio in Q2 2026, its #183 holding.
Simplicity Wealth first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.