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

Strategic Wealth Investment Group’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 		$297K Sell
2,488
-408
-14% -$44.7K 0.04% 92
2026
Q1 		$253K Sell
2,896
-216
-7% -$19.9K 0.03% 86
2025
Q4 		$293K Sell
3,112
-2,680
-46% -$255K 0.04% 79
2025
Q3 		$541K Buy
+5,792
New +$506K 0.05% 83
2025
Q1 		– Sell
-7,000
Closed -$544K – 118
2024
Q4 		$544K Sell
7,000
-144
-2% -$11.1K 0.06% 93
2024
Q3 		$510K Sell
7,144
-23,768
-77% -$1.69M 0.05% 95
2024
Q2 		$2.25M Buy
+30,912
New +$2.05M 0.28% 58
2023
Q4 		$1.6M Buy
26,472
+1,072
+4% +$59.7K 0.24% 54
2023
Q3 		$1.32M Sell
25,400
-192
-0.8% -$10.4K 0.24% 54
2023
Q2 		$1.41M Buy
25,592
+1,432
+6% +$71.9K 0.22% 64
2023
Q1 		$1.16M Buy
24,160
+3,944
+20% +$174K 0.22% 66
2022
Q4 		$842K Buy
20,216
+1,712
+9% +$69.9K 0.19% 59
2022
Q3 		$711K Buy
18,504
+2,384
+15% +$105K 0.2% 58
2022
Q2 		$658K Sell
16,120
-5,488
-25% -$247K 0.16% 87
2022
Q1 		$1.13M Buy
21,608
+1,464
+7% +$75.1K 0.27% 50
2021
Q4 		$1.15M Buy
20,144
+1,568
+8% +$86.1K 0.3% 51
2021
Q3 		$934K Buy
18,576
+4,112
+28% +$213K 0.28% 51
2021
Q2 		$721K Buy
14,464
+1,208
+9% +$57K 0.26% 50
2021
Q1 		$594K Sell
13,256
-760
-5% -$34.2K 0.28% 50
2020
Q4 		$620K Buy
14,016
+1,856
+15% +$76.3K 0.36% 51
2020
Q3 		$473K Buy
12,160
+1,104
+10% +$41.6K 0.36% 56
2020
Q2 		$385K Buy
+11,056
New +$345K 0.38% 59

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 Wealth Investment Group's VGT Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Vanguard Information Technology ETF (VGT) stake by 14% in Q2 2026, selling an estimated $44.7K and leaving 2,488 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #92.

Strategic Wealth Investment Group first reported a position in VGT in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.25M in Q2 2024. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Strategic Wealth Investment Group held 2,488 shares of Vanguard Information Technology ETF worth $297K as of Q2 2026.
  • Strategic Wealth Investment Group sold 408 Vanguard Information Technology ETF shares in Q2 2026, an estimated $44.7K.
  • Vanguard Information Technology ETF made up 0.04% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #92 holding.
  • Strategic Wealth Investment Group first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 22 quarters since.
  • Strategic Wealth Investment Group's Vanguard Information Technology ETF position peaked at $2.25M in Q2 2024.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.