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Strategic Family Wealth Counselors’s Vanguard Information Technology ETF VGT Stock Holding History

Strategic Family Wealth Counselors’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 		$4.17M Buy
34,869
+2,029
+6% +$222K 0.97% 32
2026
Q1 		$2.86M Sell
32,840
-1,408
-4% -$130K 0.75% 39
2025
Q4 		$3.16M Buy
34,248
+2,984
+10% +$284K 0.71% 38
2025
Q3 		$2.92M Buy
31,264
+2,824
+10% +$247K 0.75% 36
2025
Q2 		$2.36M Buy
28,440
+472
+2% +$34.3K 0.67% 40
2025
Q1 		$1.9M Buy
27,968
+536
+2% +$40.4K 0.62% 39
2024
Q4 		$2.13M Buy
27,432
+1,336
+5% +$103K 0.69% 39
2024
Q3 		$1.91M Buy
26,096
+1,136
+5% +$80.7K 0.67% 38
2024
Q2 		$1.8M Buy
24,960
+4,712
+23% +$313K 0.68% 39
2024
Q1 		$1.33M Sell
20,248
-456
-2% -$28.9K 0.52% 43
2023
Q4 		$1.25M Buy
20,704
+6,408
+45% +$357K 0.53% 45
2023
Q3 		$741K Buy
14,296
+352
+3% +$19.1K 0.36% 47
2023
Q2 		$771K Buy
13,944
+1,344
+11% +$67.5K 0.35% 44
2023
Q1 		$607K Buy
12,600
+6,624
+111% +$293K 0.29% 50
2022
Q4 		$238K Buy
+5,976
New +$244K 0.12% 90
2022
Q1 		– Sell
-8,056
Closed -$461K – 108
2021
Q4 		$461K Buy
+8,056
New +$442K 0.15% 65

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

Strategic Family Wealth Counselors's VGT Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Vanguard Information Technology ETF (VGT) stake by 6.2% in Q2 2026, buying an estimated $222K and bringing the position to 34,869 shares worth $4.17M. The position accounts for 0.97% of the portfolio, ranked #32.

Strategic Family Wealth Counselors first reported a position in VGT in Q4 2021 and has held it in 16 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Strategic Family Wealth Counselors held 34,869 shares of Vanguard Information Technology ETF worth $4.17M as of Q2 2026.
  • Strategic Family Wealth Counselors bought 2,029 Vanguard Information Technology ETF shares in Q2 2026, an estimated $222K.
  • Vanguard Information Technology ETF made up 0.97% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #32 holding.
  • Strategic Family Wealth Counselors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.