Spirepoint Private Client’s Vanguard Information Technology ETF VGT Stock Holding History

Spirepoint Private Client’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	$708K	Sell	5,920 -152	-3%	-$16.6K	0.06%	161
2026 Q1	$530K	Hold	6,072	–	–	0.05%	179
2025 Q4	$572K	Hold	6,072	–	–	0.05%	162
2025 Q3	$567K	Buy	6,072 +80	+1%	+$6.99K	0.06%	160
2025 Q2	$497K	Buy	5,992 +24	+0.4%	+$1.75K	0.06%	159
2025 Q1	$405K	Buy	5,968 +312	+6%	+$23.5K	0.05%	150
2024 Q4	$440K	Sell	5,656 -576	-9%	-$44.2K	0.06%	148
2024 Q3	$457K	Sell	6,232 -24	-0.4%	-$1.71K	0.06%	143
2024 Q2	$451K	Hold	6,256	–	–	0.06%	142
2024 Q1	$410K	Buy	+6,256	New	+$397K	0.06%	136

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

Spirepoint Private Client's VGT Position: Q2 2026 in Review

Spirepoint Private Client reduced its Vanguard Information Technology ETF (VGT) stake by 2.5% in Q2 2026, selling an estimated $16.6K and leaving 5,920 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #161.

Spirepoint Private Client first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Spirepoint Private Client held 5,920 shares of Vanguard Information Technology ETF worth $708K as of Q2 2026.
Spirepoint Private Client sold 152 Vanguard Information Technology ETF shares in Q2 2026, an estimated $16.6K.
Vanguard Information Technology ETF made up 0.06% of Spirepoint Private Client's portfolio in Q2 2026, its #161 holding.
Spirepoint Private Client first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.