Sun Group Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Sun Group Wealth Partners’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	$5.97M	Sell	49,984 -1,672	-3%	-$183K	4.08%	8
2026 Q1	$4.51M	Sell	51,656 -3,320	-6%	-$306K	3.54%	9
2025 Q4	$5.18M	Buy	+54,976	New	+$5.22M	4.16%	8

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

Sun Group Wealth Partners's VGT Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 3.2% in Q2 2026, selling an estimated $183K and leaving 49,984 shares worth $5.97M. The position accounts for 4.08% of the portfolio, ranked #8.

Sun Group Wealth Partners first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Sun Group Wealth Partners held 49,984 shares of Vanguard Information Technology ETF worth $5.97M as of Q2 2026.
Sun Group Wealth Partners sold 1,672 Vanguard Information Technology ETF shares in Q2 2026, an estimated $183K.
Vanguard Information Technology ETF made up 4.08% of Sun Group Wealth Partners's portfolio in Q2 2026, its #8 holding.
Sun Group Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.