Unique Wealth Strategies’s Vanguard Information Technology ETF VGT Stock Holding History

Unique Wealth Strategies’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	$1.85M	Buy	15,478 +246	+2%	+$26.9K	0.67%	26
2026 Q1	$1.33M	Sell	15,232 -328	-2%	-$30.2K	0.54%	39
2025 Q4	$1.47M	Sell	15,560 -704	-4%	-$66.9K	0.57%	40
2025 Q3	$1.52M	Sell	16,264 -416	-2%	-$36.3K	0.59%	36
2025 Q2	$1.38M	Sell	16,680 -72	-0.4%	-$5.24K	0.58%	37
2025 Q1	$1.14M	Sell	16,752 -744	-4%	-$56.1K	0.52%	49
2024 Q4	$1.36M	Sell	17,496 -488	-3%	-$37.5K	0.59%	42
2024 Q3	$1.32M	Buy	17,984 +72	+0.4%	+$5.12K	0.56%	45
2024 Q2	$1.17M	Hold	17,912	–	–	0.55%	41
2024 Q1	$1.17M	Buy	+17,912	New	+$1.14M	0.57%	41

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Unique Wealth Strategies's VGT Position: Q2 2026 in Review

Unique Wealth Strategies increased its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q2 2026, buying an estimated $26.9K and bringing the position to 15,478 shares worth $1.85M. The position accounts for 0.67% of the portfolio, ranked #26.

Unique Wealth Strategies first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Unique Wealth Strategies held 15,478 shares of Vanguard Information Technology ETF worth $1.85M as of Q2 2026.
Unique Wealth Strategies bought 246 Vanguard Information Technology ETF shares in Q2 2026, an estimated $26.9K.
Vanguard Information Technology ETF made up 0.67% of Unique Wealth Strategies's portfolio in Q2 2026, its #26 holding.
Unique Wealth Strategies first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.