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

Wealth Management Associates’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 		$3.15M Sell
26,334
-370
-1% -$40.5K 0.87% 28
2026
Q1 		$2.33M Buy
26,704
+1,368
+5% +$126K 0.8% 30
2025
Q4 		$2.39M Sell
25,336
-472
-2% -$44.8K 0.83% 30
2025
Q3 		$2.41M Sell
25,808
-40
-0.2% -$3.5K 0.85% 29
2025
Q2 		$2.14M Sell
25,848
-40
-0.2% -$2.91K 0.83% 30
2025
Q1 		$1.76M Sell
25,888
-32
-0.1% -$2.41K 0.75% 29
2024
Q4 		$2.01M Sell
25,920
-368
-1% -$28.3K 0.86% 28
2024
Q3 		$1.93M Sell
26,288
-704
-3% -$50K 0.85% 27
2024
Q2 		$1.95M Hold
26,992
– – 0.91% 23
2024
Q1 		$1.95M Buy
26,992
+456
+2% +$28.9K 0.91% 23
2023
Q4 		$1.61M Buy
26,536
+920
+4% +$51.3K 0.85% 26
2023
Q3 		$1.33M Buy
25,616
+1,368
+6% +$74.4K 0.78% 30
2023
Q2 		$1.34M Sell
24,248
-104
-0.4% -$5.22K 0.76% 29
2023
Q1 		$1.17M Sell
24,352
-272
-1% -$12K 0.72% 32
2022
Q4 		$983K Sell
24,624
-1,072
-4% -$43.7K 0.65% 36
2022
Q3 		$987K Sell
25,696
-200
-0.8% -$8.79K 0.7% 36
2022
Q2 		$1.06M Sell
25,896
-3,264
-11% -$147K 0.72% 33
2022
Q1 		$1.52M Sell
29,160
-1,512
-5% -$77.6K 0.86% 25
2021
Q4 		$1.76M Sell
30,672
-640
-2% -$35.1K 0.94% 20
2021
Q3 		$1.57M Sell
31,312
-264
-0.8% -$13.7K 0.92% 22
2021
Q2 		$1.57M Buy
31,576
+568
+2% +$26.8K 0.89% 23
2021
Q1 		$1.39M Sell
31,008
-176
-0.6% -$7.92K 0.88% 22
2020
Q4 		$1.38M Sell
31,184
-2,272
-7% -$93.5K 0.91% 23
2020
Q3 		$1.3M Sell
33,456
-5,464
-14% -$206K 1.01% 23
2020
Q2 		$1.36M Buy
38,920
+8
+0% +$250 1.14% 20
2020
Q1 		$1.03M Buy
38,912
+1,968
+5% +$59.7K 1.04% 23
2019
Q4 		$1.13M Buy
36,944
+2,448
+7% +$70.1K 0.81% 29
2019
Q3 		$929K Buy
34,496
+4,192
+14% +$113K 0.75% 30
2019
Q2 		$799K Buy
30,304
+440
+1% +$11.3K 0.8% 31
2019
Q1 		$749K Buy
29,864
+2,088
+8% +$48.5K 0.82% 29
2018
Q4 		$579K Buy
+27,776
New +$629K 0.78% 31

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Wealth Management Associates reduced its Vanguard Information Technology ETF (VGT) stake by 1.4% in Q2 2026, selling an estimated $40.5K and leaving 26,334 shares worth $3.15M. The position accounts for 0.87% of the portfolio, ranked #28.

Wealth Management Associates first reported a position in VGT in Q4 2018 and has held it in 31 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Wealth Management Associates held 26,334 shares of Vanguard Information Technology ETF worth $3.15M as of Q2 2026.
  • Wealth Management Associates sold 370 Vanguard Information Technology ETF shares in Q2 2026, an estimated $40.5K.
  • Vanguard Information Technology ETF made up 0.87% of Wealth Management Associates's portfolio in Q2 2026, its #28 holding.
  • Wealth Management Associates first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.