SWA
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SOA Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

SOA Wealth Advisors’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 		$2.7M Sell
22,593
-1,287
-5% -$141K 0.45% 47
2026
Q1 		$2.08M Sell
23,880
-944
-4% -$86.9K 0.39% 52
2025
Q4 		$2.34M Buy
24,824
+8
+0% +$760 0.39% 50
2025
Q3 		$2.32M Sell
24,816
-1,032
-4% -$90.2K 0.4% 51
2025
Q2 		$2.14M Sell
25,848
-584
-2% -$42.5K 0.4% 51
2025
Q1 		$1.79M Sell
26,432
-1,088
-4% -$82K 0.37% 51
2024
Q4 		$2.14M Sell
27,520
-3,448
-11% -$265K 0.39% 50
2024
Q3 		$2.27M Sell
30,968
-768
-2% -$54.6K 0.43% 48
2024
Q2 		$2.29M Sell
31,736
-736
-2% -$48.9K 0.46% 45
2024
Q1 		$2.13M Buy
32,472
+1,248
+4% +$79.1K 0.44% 45
2023
Q4 		$1.89M Buy
31,224
+3,440
+12% +$192K 0.42% 47
2023
Q3 		$1.44M Buy
27,784
+96
+0.3% +$5.22K 0.36% 52
2023
Q2 		$1.53M Sell
27,688
-184
-0.7% -$9.24K 0.36% 53
2023
Q1 		$1.34M Buy
27,872
+96
+0.3% +$4.24K 0.33% 56
2022
Q4 		$1.11M Buy
27,776
+64
+0.2% +$2.61K 0.3% 58
2022
Q3 		$1.06M Buy
27,712
+1,560
+6% +$68.6K 0.32% 58
2022
Q2 		$1.07M Buy
26,152
+1,112
+4% +$50.1K 0.31% 58
2022
Q1 		$1.3M Buy
25,040
+4,408
+21% +$226K 0.32% 62
2021
Q4 		$1.19M Buy
20,632
+1,024
+5% +$56.2K 0.29% 61
2021
Q3 		$983K Sell
19,608
-576
-3% -$29.9K 0.25% 66
2021
Q2 		$1.01M Sell
20,184
-1,592
-7% -$75.1K 0.26% 67
2021
Q1 		$976K Sell
21,776
-56
-0.3% -$2.52K 0.27% 66
2020
Q4 		$1.02M Buy
+21,832
New +$898K 0.28% 63

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

SOA Wealth Advisors's VGT Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 5.4% in Q2 2026, selling an estimated $141K and leaving 22,593 shares worth $2.7M. The position accounts for 0.45% of the portfolio, ranked #47.

SOA Wealth Advisors first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • SOA Wealth Advisors held 22,593 shares of Vanguard Information Technology ETF worth $2.7M as of Q2 2026.
  • SOA Wealth Advisors sold 1,287 Vanguard Information Technology ETF shares in Q2 2026, an estimated $141K.
  • Vanguard Information Technology ETF made up 0.45% of SOA Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • SOA Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.