Wealth Alliance’s Vanguard Information Technology ETF VGT Stock Holding History

Wealth Alliance’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	$579K	Sell	4,843 -621	-11%	-$68K	0.05%	289
2026 Q1	$477K	Hold	5,464	–	–	0.05%	305
2025 Q4	$515K	Hold	5,464	–	–	0.05%	294
2025 Q3	$510K	Hold	5,464	–	–	0.05%	295
2025 Q2	$453K	Hold	5,464	–	–	0.05%	313
2025 Q1	$371K	Hold	5,464	–	–	0.04%	344
2024 Q4	$425K	Sell	5,464 -408	-7%	-$31.3K	0.05%	291
2024 Q3	$431K	Hold	5,872	–	–	0.05%	304
2024 Q2	$423K	Hold	5,872	–	–	0.05%	282
2024 Q1	$385K	Hold	5,872	–	–	0.05%	330
2023 Q4	$355K	Hold	5,872	–	–	0.05%	330
2023 Q3	$305K	Hold	5,872	–	–	0.05%	341
2023 Q2	$325K	Sell	5,872 -856	-13%	-$43K	0.05%	353
2023 Q1	$324K	Sell	6,728 -48	-0.7%	-$2.12K	0.05%	336
2022 Q4	$271K	Hold	6,776	–	–	0.05%	375
2022 Q3	$260K	Hold	6,776	–	–	0.05%	357
2022 Q2	$277K	Hold	6,776	–	–	0.05%	347
2022 Q1	$353K	Hold	6,776	–	–	0.07%	290
2021 Q4	$388K	Hold	6,776	–	–	0.08%	282
2021 Q3	$340K	Hold	6,776	–	–	0.08%	293
2021 Q2	$338K	Hold	6,776	–	–	0.08%	293
2021 Q1	$304K	Sell	6,776 -448	-6%	-$20.1K	0.09%	284
2020 Q4	$319K	Hold	7,224	–	–	0.09%	266
2020 Q3	$281K	Sell	7,224 -136	-2%	-$5.12K	0.1%	247
2020 Q2	$256K	Buy	+7,360	New	+$230K	0.1%	250

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

Wealth Alliance's VGT Position: Q2 2026 in Review

Wealth Alliance reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q2 2026, selling an estimated $68K and leaving 4,843 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #289.

Wealth Alliance first reported a position in VGT in Q2 2020 and has held it in 25 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Wealth Alliance held 4,843 shares of Vanguard Information Technology ETF worth $579K as of Q2 2026.
Wealth Alliance sold 621 Vanguard Information Technology ETF shares in Q2 2026, an estimated $68K.
Vanguard Information Technology ETF made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #289 holding.
Wealth Alliance first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 25 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.