Sterling Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Sterling Wealth Management’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	$542K	Sell	4,532 -860	-16%	-$94.2K	0.13%	65
2026 Q1	$470K	Hold	5,392	–	–	0.13%	66
2025 Q4	$508K	Hold	5,392	–	–	0.14%	59
2025 Q3	$503K	Hold	5,392	–	–	0.15%	60
2025 Q2	$447K	Buy	+5,392	New	+$392K	0.15%	63
2024 Q4	$419K	Hold	5,392	–	–	0.15%	69
2024 Q3	$395K	Buy	+5,392	New	+$383K	0.15%	77

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

Sterling Wealth Management's VGT Position: Q2 2026 in Review

Sterling Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 16% in Q2 2026, selling an estimated $94.2K and leaving 4,532 shares worth $542K. The position accounts for 0.13% of the portfolio, ranked #65.

Sterling Wealth Management first reported a position in VGT in Q3 2024 and has held it in 7 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Sterling Wealth Management held 4,532 shares of Vanguard Information Technology ETF worth $542K as of Q2 2026.
Sterling Wealth Management sold 860 Vanguard Information Technology ETF shares in Q2 2026, an estimated $94.2K.
Vanguard Information Technology ETF made up 0.13% of Sterling Wealth Management's portfolio in Q2 2026, its #65 holding.
Sterling Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.