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

Triad 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	$1.81M	Sell	15,690 -3,798	-19%	-$416K	0.11%	130
2026 Q1	$1.7M	Buy	19,488 +10,336	+113%	+$952K	0.13%	113
2025 Q4	$862K	Buy	9,152 +3,464	+61%	+$329K	0.08%	177
2025 Q3	$531K	Buy	5,688 +3,144	+124%	+$275K	0.07%	197
2025 Q2	$211K	Buy	+2,544	New	+$185K	0.04%	276
2024 Q3	–	Sell	-440	Closed	-$31.7K	–	895
2024 Q2	$31.7K	Buy	+440	New	+$29.3K	0.02%	286

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

Triad Wealth Partners's VGT Position: Q2 2026 in Review

Triad Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 19% in Q2 2026, selling an estimated $416K and leaving 15,690 shares worth $1.81M. The position accounts for 0.11% of the portfolio, ranked #130.

Triad Wealth Partners first reported a position in VGT in Q2 2024 and has held it in 6 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Triad Wealth Partners held 15,690 shares of Vanguard Information Technology ETF worth $1.81M as of Q2 2026.
Triad Wealth Partners sold 3,798 Vanguard Information Technology ETF shares in Q2 2026, an estimated $416K.
Vanguard Information Technology ETF made up 0.11% of Triad Wealth Partners's portfolio in Q2 2026, its #130 holding.
Triad Wealth Partners first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 6 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.