True Wealth Design’s Vanguard Information Technology ETF VGT Stock Holding History

True Wealth Design’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	$49.7K	Hold	416	–	–	0.01%	489
2026 Q1	$36.3K	Hold	416	–	–	0.01%	493
2025 Q4	$39.2K	Hold	416	–	–	0.01%	407
2025 Q3	$38.8K	Hold	416	–	–	0.01%	388
2025 Q2	$34.5K	Hold	416	–	–	0.01%	263
2025 Q1	$28.2K	Hold	416	–	–	0.01%	284
2024 Q4	$32.3K	Hold	416	–	–	0.01%	252
2024 Q3	$30.5K	Hold	416	–	–	0.01%	241
2024 Q2	$30K	Hold	416	–	–	0.01%	191
2024 Q1	$27.3K	Hold	416	–	–	0.01%	193
2023 Q4	$25.2K	Hold	416	–	–	0.01%	190
2023 Q3	$21.6K	Sell	416 -176	-30%	-$9.57K	0.01%	175
2023 Q2	$32.7K	Sell	592 -2,168	-79%	-$109K	0.01%	169
2023 Q1	$133K	Hold	2,760	–	–	0.06%	125
2022 Q4	$110K	Buy	+2,760	New	+$113K	0.05%	124

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

True Wealth Design's VGT Position: Q2 2026 in Review

True Wealth Design held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 416 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #489.

True Wealth Design first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. The position peaked at $133K in Q1 2023. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

True Wealth Design held 416 shares of Vanguard Information Technology ETF worth $49.7K as of Q2 2026.
True Wealth Design left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #489 holding.
True Wealth Design first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Vanguard Information Technology ETF position peaked at $133K in Q1 2023.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.