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

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

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. 2,190 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.
2,190 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.