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VGT icon

SteelPeak Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

SteelPeak Wealth’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 		$2.44M Sell
20,394
-108,286
-84% -$11.9M 0.06% 204
2026
Q1 		$11.2M Buy
128,680
+107,592
+510% +$9.91M 0.34% 73
2025
Q4 		$1.99M Sell
21,088
-14,936
-41% -$1.42M 0.06% 207
2025
Q3 		$3.36M Buy
36,024
+8,296
+30% +$725K 0.11% 138
2025
Q2 		$2.3M Sell
27,728
-557,400
-95% -$40.5M 0.09% 176
2025
Q1 		$39.7M Buy
585,128
+454,552
+348% +$34.2M 1.65% 12
2024
Q4 		$10.1M Sell
130,576
-374,032
-74% -$28.7M 0.41% 53
2024
Q3 		$37.1M Buy
504,608
+481,640
+2,097% +$34.2M 1.61% 13
2024
Q2 		$1.66M Sell
22,968
-375,088
-94% -$24.9M 0.08% 184
2024
Q1 		$26.1M Buy
398,056
+364,712
+1,094% +$23.1M 1.31% 16
2023
Q4 		$2.02M Sell
33,344
-207,312
-86% -$11.6M 0.12% 135
2023
Q3 		$12.5M Buy
240,656
+206,912
+613% +$11.3M 0.78% 29
2023
Q2 		$1.87M Sell
33,744
-111,992
-77% -$5.62M 0.11% 123
2023
Q1 		$7.02M Sell
145,736
-1,297,320
-90% -$57.3M 0.48% 57
2022
Q4 		$57.6M Buy
1,443,056
+1,428,304
+9,682% +$58.3M 4.23% 2
2022
Q3 		$568K Hold
14,752
– – 0.04% 227
2022
Q2 		$602K Hold
14,752
– – 0.04% 228
2022
Q1 		$768K Hold
14,752
– – 0.04% 217
2021
Q4 		$845K Hold
14,752
– – 0.05% 192
2021
Q3 		$740K Buy
14,752
+104
+0.7% +$5.39K 0.05% 201
2021
Q2 		$730K Buy
14,648
+88
+0.6% +$4.15K 0.05% 214
2021
Q1 		$652K Hold
14,560
– – 0.05% 200
2020
Q4 		$644K Buy
14,560
+2,704
+23% +$111K 0.06% 187
2020
Q3 		$462K Sell
11,856
-3,240
-21% -$122K 0.05% 175
2020
Q2 		$526K Sell
15,096
-112
-0.7% -$3.5K 0.07% 162
2020
Q1 		$403K Buy
15,208
+336
+2% +$10.2K 0.06% 157
2019
Q4 		$455K Buy
+14,872
New +$426K 0.06% 175

Other funds holding VGT

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

SteelPeak Wealth's VGT Position: Q2 2026 in Review

SteelPeak Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 84% in Q2 2026, selling an estimated $11.9M and leaving 20,394 shares worth $2.44M. The position accounts for 0.06% of the portfolio, ranked #204.

SteelPeak Wealth first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. The position peaked at $57.6M in Q4 2022. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • SteelPeak Wealth held 20,394 shares of Vanguard Information Technology ETF worth $2.44M as of Q2 2026.
  • SteelPeak Wealth sold 108,286 Vanguard Information Technology ETF shares in Q2 2026, an estimated $11.9M.
  • Vanguard Information Technology ETF made up 0.06% of SteelPeak Wealth's portfolio in Q2 2026, its #204 holding.
  • SteelPeak Wealth first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Vanguard Information Technology ETF position peaked at $57.6M in Q4 2022.
  • 427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.