Werba Rubin Papier Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Werba Rubin Papier 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	$784K	Buy	6,560 +272	+4%	+$29.8K	0.1%	117
2026 Q1	$549K	Sell	6,288 -2,176	-26%	-$200K	0.08%	130
2025 Q4	$798K	Hold	8,464	–	–	0.22%	73
2025 Q3	$790K	Sell	8,464 -472	-5%	-$41.2K	0.13%	89
2025 Q2	$741K	Hold	8,936	–	–	0.14%	87
2025 Q1	$606K	Sell	8,936 -1,080	-11%	-$81.4K	0.13%	90
2024 Q4	$778K	Sell	10,016 -280	-3%	-$21.5K	0.18%	74
2024 Q3	$755K	Buy	10,296 +944	+10%	+$67.1K	0.18%	78
2024 Q2	$674K	Buy	9,352 +3,624	+63%	+$241K	0.19%	70
2024 Q1	$375K	Buy	+5,728	New	+$363K	0.11%	90

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

Werba Rubin Papier Wealth Management's VGT Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 4.3% in Q2 2026, buying an estimated $29.8K and bringing the position to 6,560 shares worth $784K. The position accounts for 0.1% of the portfolio, ranked #117.

Werba Rubin Papier Wealth Management first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. The position peaked at $798K in Q4 2025. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Werba Rubin Papier Wealth Management held 6,560 shares of Vanguard Information Technology ETF worth $784K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 272 Vanguard Information Technology ETF shares in Q2 2026, an estimated $29.8K.
Vanguard Information Technology ETF made up 0.1% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #117 holding.
Werba Rubin Papier Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
Werba Rubin Papier Wealth Management's Vanguard Information Technology ETF position peaked at $798K in Q4 2025.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.