Spectrum Wealth Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Spectrum Wealth Advisory 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	$372K	Buy	3,116 +4	+0.1%	+$438	0.11%	58
2026 Q1	$271K	Hold	3,112	–	–	0.1%	52
2025 Q4	$293K	Buy	3,112 +8	+0.3%	+$760	0.11%	49
2025 Q3	$290K	Hold	3,104	–	–	0.12%	53
2025 Q2	$257K	Buy	3,104 +8	+0.3%	+$582	0.12%	53
2025 Q1	$210K	Buy	3,096 +16	+0.5%	+$1.21K	0.1%	55
2024 Q4	$239K	Buy	3,080 +8	+0.3%	+$614	0.11%	52
2024 Q3	$225K	Buy	3,072 +8	+0.3%	+$569	0.13%	42
2024 Q2	$221K	Hold	3,064	–	–	0.24%	32
2024 Q1	$201K	Buy	+3,064	New	+$194K	0.23%	31
2020 Q4	–	Sell	-7,168	Closed	-$278K	–	43
2020 Q3	$278K	Buy	+7,168	New	+$270K	0.18%	38

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

Spectrum Wealth Advisory Group's VGT Position: Q2 2026 in Review

Spectrum Wealth Advisory Group increased its Vanguard Information Technology ETF (VGT) stake by 0.13% in Q2 2026, buying an estimated $438 and bringing the position to 3,116 shares worth $372K. The position accounts for 0.11% of the portfolio, ranked #58.

Spectrum Wealth Advisory Group first reported a position in VGT in Q3 2020 and has held it in 11 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Spectrum Wealth Advisory Group held 3,116 shares of Vanguard Information Technology ETF worth $372K as of Q2 2026.
Spectrum Wealth Advisory Group bought 4 Vanguard Information Technology ETF shares in Q2 2026, an estimated $438.
Vanguard Information Technology ETF made up 0.11% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #58 holding.
Spectrum Wealth Advisory Group first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 11 quarters since.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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