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

Smallwood Wealth Investment 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	$54.9K	Buy	459 +35	+8%	+$3.83K	0.02%	185
2026 Q1	$37K	Hold	424	–	–	0.02%	203
2025 Q4	$40K	Sell	424 -264	-38%	-$25.1K	0.02%	194
2025 Q3	$64.2K	Buy	688 +128	+23%	+$11.2K	0.03%	153
2025 Q2	$46.4K	Buy	560 +144	+35%	+$10.5K	0.03%	175
2025 Q1	$28.2K	Buy	+416	New	+$31.3K	0.02%	215

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

Smallwood Wealth Investment Management's VGT Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Vanguard Information Technology ETF (VGT) stake by 8.3% in Q2 2026, buying an estimated $3.83K and bringing the position to 459 shares worth $54.9K. The position accounts for 0.02% of the portfolio, ranked #185.

Smallwood Wealth Investment Management first reported a position in VGT in Q1 2025 and has held it in 6 quarters since. The position peaked at $64.2K in Q3 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Smallwood Wealth Investment Management held 459 shares of Vanguard Information Technology ETF worth $54.9K as of Q2 2026.
Smallwood Wealth Investment Management bought 35 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.83K.
Vanguard Information Technology ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #185 holding.
Smallwood Wealth Investment Management first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Vanguard Information Technology ETF position peaked at $64.2K in Q3 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.