Wellington-Altus USA’s Vanguard Information Technology ETF VGT Stock Holding History

Wellington-Altus USA’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	–	Sell	-448	Closed	-$6.69K	–	708
2026 Q1	$6.69K	Buy	+448	New	+$41.3K	﹤0.01%	623

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

Wellington-Altus USA's VGT Position: Q2 2026 in Review

Wellington-Altus USA sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 448 shares — an estimated $6.69K sold.

Wellington-Altus USA first reported a position in VGT in Q1 2026 and held it in 1 quarter. The position peaked at $6.69K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Wellington-Altus USA reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Wellington-Altus USA sold 448 Vanguard Information Technology ETF shares in Q2 2026, an estimated $6.69K.
Wellington-Altus USA first reported a position in Vanguard Information Technology ETF in Q1 2026 and held it in 1 quarter.
Wellington-Altus USA's Vanguard Information Technology ETF position peaked at $6.69K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.