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Tidemark’s Vanguard Information Technology ETF VGT Stock Holding History

Tidemark’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 		$1.17M Buy
9,778
+2
+0% +$219 0.26% 52
2026
Q1 		$853K Sell
9,776
-440
-4% -$40.5K 0.22% 60
2025
Q4 		$963K Sell
10,216
-784
-7% -$74.5K 0.27% 53
2025
Q3 		$1.03M Sell
11,000
-152
-1% -$13.3K 0.3% 51
2025
Q2 		$925K Sell
11,152
-48
-0.4% -$3.49K 0.3% 46
2025
Q1 		$759K Sell
11,200
-400
-3% -$30.1K 0.28% 50
2024
Q4 		$901K Buy
11,600
+600
+5% +$46.1K 0.35% 43
2024
Q3 		$807K Buy
11,000
+640
+6% +$45.5K 0.33% 44
2024
Q2 		$747K Sell
10,360
-1,408
-12% -$93.6K 0.34% 49
2024
Q1 		$771K Sell
11,768
-200
-2% -$12.7K 0.43% 46
2023
Q4 		$724K Buy
+11,968
New +$667K 0.45% 44

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

Tidemark's VGT Position: Q2 2026 in Review

Tidemark increased its Vanguard Information Technology ETF (VGT) stake by 0.02% in Q2 2026, buying an estimated $219 and bringing the position to 9,778 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #52.

Tidemark first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Tidemark held 9,778 shares of Vanguard Information Technology ETF worth $1.17M as of Q2 2026.
  • Tidemark bought 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
  • Vanguard Information Technology ETF made up 0.26% of Tidemark's portfolio in Q2 2026, its #52 holding.
  • Tidemark first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.