Stone Summit Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Stone Summit 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	$239K	Buy	+2,000	New	+$219K	0.06%	138

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

Stone Summit Wealth's VGT Position: Q2 2026 in Review

Stone Summit Wealth opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,000 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings.

2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Stone Summit Wealth held 2,000 shares of Vanguard Information Technology ETF worth $239K as of Q2 2026.
Vanguard Information Technology ETF was a new Stone Summit Wealth position in Q2 2026.
Vanguard Information Technology ETF made up 0.06% of Stone Summit Wealth's portfolio in Q2 2026, its #138 holding.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.