Walser Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Walser Wealth Management’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	$319K	Sell	2,665 -231	-8%	-$25.3K	0.13%	156
2026 Q1	$252K	Sell	2,896 -2,328	-45%	-$214K	0.11%	153
2025 Q4	$492K	Buy	+5,224	New	+$496K	0.26%	65

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

Walser Wealth Management's VGT Position: Q2 2026 in Review

Walser Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 8% in Q2 2026, selling an estimated $25.3K and leaving 2,665 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #156.

Walser Wealth Management first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. The position peaked at $492K in Q4 2025. 2,179 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Walser Wealth Management held 2,665 shares of Vanguard Information Technology ETF worth $319K as of Q2 2026.
Walser Wealth Management sold 231 Vanguard Information Technology ETF shares in Q2 2026, an estimated $25.3K.
Vanguard Information Technology ETF made up 0.13% of Walser Wealth Management's portfolio in Q2 2026, its #156 holding.
Walser Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
Walser Wealth Management's Vanguard Information Technology ETF position peaked at $492K in Q4 2025.
2,179 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.