Strategic Investment Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Strategic Investment Solutions’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	$3.2M	Sell	26,738 -878	-3%	-$96.1K	0.73%	30
2026 Q1	$2.41M	Sell	27,616 -6,056	-18%	-$558K	0.58%	38
2025 Q4	$3.18M	Sell	33,672 -34,816	-51%	-$3.31M	0.76%	31
2025 Q3	$6.4M	Buy	68,488 +17,024	+33%	+$1.49M	1.69%	13
2025 Q2	$4.27M	Sell	51,464 -23,288	-31%	-$1.69M	1.29%	18
2025 Q1	$5.03M	Buy	74,752 +66,688	+827%	+$5.02M	1.46%	18
2024 Q4	$608K	Sell	8,064 -53,048	-87%	-$4.07M	0.2%	60
2024 Q3	$4.48M	Sell	61,112 -1,864	-3%	-$132K	1.34%	19
2024 Q2	$4.48M	Buy	+62,976	New	+$4.19M	1.45%	17
2023 Q4	$110K	Sell	1,808 -43,344	-96%	-$2.41M	0.02%	292
2023 Q3	$2.46M	Buy	45,152 +44,456	+6,387%	+$2.42M	0.03%	205
2023 Q2	$36.6K	Hold	696	–	–	0.01%	356
2023 Q1	$33.5K	Buy	+696	New	+$30.8K	0.01%	438

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

Strategic Investment Solutions's VGT Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Information Technology ETF (VGT) stake by 3.2% in Q2 2026, selling an estimated $96.1K and leaving 26,738 shares worth $3.2M. The position accounts for 0.73% of the portfolio, ranked #30.

Strategic Investment Solutions first reported a position in VGT in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.4M in Q3 2025. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Strategic Investment Solutions held 26,738 shares of Vanguard Information Technology ETF worth $3.2M as of Q2 2026.
Strategic Investment Solutions sold 878 Vanguard Information Technology ETF shares in Q2 2026, an estimated $96.1K.
Vanguard Information Technology ETF made up 0.73% of Strategic Investment Solutions's portfolio in Q2 2026, its #30 holding.
Strategic Investment Solutions first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Vanguard Information Technology ETF position peaked at $6.4M in Q3 2025.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.