SSWM
VGT icon

Strait & Sound Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Strait & Sound 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 		$785K Buy
6,565
+13
+0.2% +$1.42K 0.28% 77
2026
Q1 		$572K Buy
6,552
+384
+6% +$35.4K 0.21% 89
2025
Q4 		$581K Sell
6,168
-1,896
-24% -$180K 0.22% 85
2025
Q3 		$753K Sell
8,064
-584
-7% -$51K 0.29% 69
2025
Q2 		$717K Sell
8,648
-208
-2% -$15.1K 0.3% 69
2025
Q1 		$600K Sell
8,856
-336
-4% -$25.3K 0.28% 74
2024
Q4 		$714K Sell
9,192
-224
-2% -$17.2K 0.33% 61
2024
Q3 		$690K Sell
9,416
-1,000
-10% -$71.1K 0.34% 56
2024
Q2 		$750K Buy
10,416
+40
+0.4% +$2.66K 0.38% 49
2024
Q1 		$679K Buy
10,376
+400
+4% +$25.4K 0.38% 45
2023
Q4 		$598K Sell
9,976
-320
-3% -$17.8K 0.37% 44
2023
Q3 		$534K Sell
10,296
-616
-6% -$33.5K 0.46% 48
2023
Q2 		$603K Sell
10,912
-4,168
-28% -$209K 0.6% 37
2023
Q1 		$727K Sell
15,080
-40
-0.3% -$1.77K 0.72% 34
2022
Q4 		$638K Buy
+15,120
New +$617K 0.7% 36

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Strait & Sound Wealth Management's VGT Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.2% in Q2 2026, buying an estimated $1.42K and bringing the position to 6,565 shares worth $785K. The position accounts for 0.28% of the portfolio, ranked #77.

Strait & Sound Wealth Management first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Strait & Sound Wealth Management held 6,565 shares of Vanguard Information Technology ETF worth $785K as of Q2 2026.
  • Strait & Sound Wealth Management bought 13 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.42K.
  • Vanguard Information Technology ETF made up 0.28% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Strait & Sound Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.