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

The Wealth 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	$31.8M	Sell	266,045 -387	-0.1%	-$42.4K	6.09%	5
2026 Q1	$23.2M	Buy	266,432 +2,312	+0.9%	+$213K	5.29%	5
2025 Q4	$24.9M	Sell	264,120 -20,416	-7%	-$1.94M	5.57%	5
2025 Q3	$26.6M	Sell	284,536 -19,720	-6%	-$1.72M	6.15%	4
2025 Q2	$25.2M	Sell	304,256 -12,152	-4%	-$884K	6.42%	3
2025 Q1	$21.5M	Buy	316,408 +9,416	+3%	+$709K	6.29%	5
2024 Q4	$23.9M	Buy	306,992 +7,568	+3%	+$581K	6.9%	5
2024 Q3	$22M	Buy	299,424 +3,968	+1%	+$282K	6.39%	5
2024 Q2	$21.3M	Buy	295,456 +2,576	+0.9%	+$171K	6.43%	5
2024 Q1	$18.9M	Buy	292,880 +15,624	+6%	+$990K	5.82%	6
2023 Q4	$17.5M	Buy	+277,256	New	+$15.4M	5.78%	6

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

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

The Wealth Group reduced its Vanguard Information Technology ETF (VGT) stake by 0.15% in Q2 2026, selling an estimated $42.4K and leaving 266,045 shares worth $31.8M. The position accounts for 6.09% of the portfolio, ranked #5.

The Wealth Group first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

The Wealth Group held 266,045 shares of Vanguard Information Technology ETF worth $31.8M as of Q2 2026.
The Wealth Group sold 387 Vanguard Information Technology ETF shares in Q2 2026, an estimated $42.4K.
Vanguard Information Technology ETF made up 6.09% of The Wealth Group's portfolio in Q2 2026, its #5 holding.
The Wealth Group first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.