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Sound View Wealth Advisors Group’s Vanguard Information Technology ETF VGT Stock Holding History

Sound View Wealth Advisors Group’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 		$23.6M Sell
197,243
-3,645
-2% -$399K 1.46% 16
2026
Q1 		$17.5M Sell
200,888
-2,600
-1% -$239K 1.19% 19
2025
Q4 		$19.2M Sell
203,488
-752
-0.4% -$71.5K 1.29% 20
2025
Q3 		$19.1M Sell
204,240
-1,624
-0.8% -$142K 1.31% 18
2025
Q2 		$17.1M Sell
205,864
-2,584
-1% -$188K 1.26% 20
2025
Q1 		$14.1M Sell
208,448
-9,056
-4% -$682K 1.16% 23
2024
Q4 		$16.9M Buy
217,504
+1,760
+0.8% +$135K 1.36% 17
2024
Q3 		$15.8M Buy
215,744
+30,184
+16% +$2.15M 1.29% 18
2024
Q2 		$13.4M Buy
185,560
+2,168
+1% +$144K 1.38% 18
2024
Q1 		$12M Sell
183,392
-15,000
-8% -$951K 1.28% 19
2023
Q4 		$12M Buy
198,392
+26,832
+16% +$1.49M 1.32% 16
2023
Q3 		$8.9M Buy
171,560
+12,432
+8% +$676K 1.11% 22
2023
Q2 		$8.79M Buy
159,128
+3,576
+2% +$180K 1.15% 20
2023
Q1 		$7.5M Sell
155,552
-42,840
-22% -$1.89M 1.03% 22
2022
Q4 		$12M Buy
198,392
+74,632
+60% +$3.05M 1.32% 16
2022
Q3 		$4.75M Sell
123,760
-3,224
-3% -$142K 1.07% 24
2022
Q2 		$5.18M Sell
126,984
-1,208
-0.9% -$54.4K 1.09% 26
2022
Q1 		$6.67M Sell
128,192
-1,088
-0.8% -$55.8K 1.27% 20
2021
Q4 		$7.4M Sell
129,280
-1,072
-0.8% -$58.9K 1.4% 15
2021
Q3 		$6.54M Buy
130,352
+4,280
+3% +$222K 1.37% 16
2021
Q2 		$6.28M Sell
126,072
-464
-0.4% -$21.9K 1.32% 18
2021
Q1 		$5.67M Sell
126,536
-824
-0.6% -$37.1K 1.32% 18
2020
Q4 		$5.63M Buy
127,360
+3,216
+3% +$132K 1.38% 17
2020
Q3 		$4.83M Buy
124,144
+6,656
+6% +$251K 1.27% 20
2020
Q2 		$4.09M Buy
117,488
+2,432
+2% +$75.9K 1.15% 26
2020
Q1 		$3.05M Buy
115,056
+1,800
+2% +$54.6K 1.05% 30
2019
Q4 		$3.47M Buy
113,256
+9,784
+9% +$280K 0.98% 32
2019
Q3 		$2.79M Buy
103,472
+7,560
+8% +$204K 0.83% 39
2019
Q2 		$2.53M Buy
+95,912
New +$2.47M 0.75% 42

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

Sound View Wealth Advisors Group's VGT Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Information Technology ETF (VGT) stake by 1.8% in Q2 2026, selling an estimated $399K and leaving 197,243 shares worth $23.6M. The position accounts for 1.46% of the portfolio, ranked #16.

Sound View Wealth Advisors Group first reported a position in VGT in Q2 2019 and has held it in 29 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Sound View Wealth Advisors Group held 197,243 shares of Vanguard Information Technology ETF worth $23.6M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 3,645 Vanguard Information Technology ETF shares in Q2 2026, an estimated $399K.
  • Vanguard Information Technology ETF made up 1.46% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #16 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Information Technology ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.