Twin Peaks Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Twin Peaks Wealth Advisors’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	$971K	Hold	8,128	–	–	0.22%	83
2026 Q1	$709K	Hold	8,128	–	–	0.18%	89
2025 Q4	$763K	Sell	8,128 -1,840	-18%	-$175K	0.22%	83
2025 Q3	$930K	Buy	9,968 +1,840	+23%	+$161K	0.32%	63
2025 Q2	$717K	Sell	8,128 -8	-0.1%	-$582	0.23%	73
2025 Q1	$535K	Buy	8,136 +4,120	+103%	+$310K	0.24%	78
2024 Q4	$312K	Buy	4,016 +8	+0.2%	+$614	0.13%	109
2024 Q3	$294K	Hold	4,008	–	–	0.14%	102
2024 Q2	$289K	Sell	4,008 -1,240	-24%	-$82.4K	0.14%	100
2024 Q1	$344K	Buy	5,248 +1,240	+31%	+$78.6K	0.19%	87
2023 Q4	$242K	Buy	+4,008	New	+$223K	0.15%	106

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

Twin Peaks Wealth Advisors's VGT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 8,128 shares worth $971K. The position accounts for 0.22% of the portfolio, ranked #83.

Twin Peaks Wealth Advisors first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Twin Peaks Wealth Advisors held 8,128 shares of Vanguard Information Technology ETF worth $971K as of Q2 2026.
Twin Peaks Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.22% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.