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

Western 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	$20.1M	Buy	168,022 +4,342	+3%	+$475K	0.66%	28
2026 Q1	$3.6M	Buy	163,680 +29,832	+22%	+$2.75M	0.14%	150
2025 Q4	$12.6M	Buy	133,848 +9,288	+7%	+$883K	0.58%	31
2025 Q3	$11.6M	Buy	124,560 +5,184	+4%	+$453K	0.61%	28
2025 Q2	$9.9M	Buy	119,376 +3,824	+3%	+$278K	0.59%	32
2025 Q1	$7.83M	Sell	115,552 -7,312	-6%	-$551K	0.52%	40
2024 Q4	$9.55M	Buy	122,864 +5,976	+5%	+$459K	0.51%	37
2024 Q3	$8.57M	Buy	116,888 +6,960	+6%	+$495K	0.49%	40
2024 Q2	$7.92M	Buy	109,928 +14,104	+15%	+$938K	0.59%	33
2024 Q1	$6.28M	Sell	95,824 -8,416	-8%	-$533K	0.49%	42
2023 Q4	$6.31M	Buy	104,240 +7,632	+8%	+$425K	0.45%	42
2023 Q3	$5.01M	Buy	96,608 +1,400	+1%	+$76.1K	0.42%	47
2023 Q2	$5.26M	Buy	95,208 +688	+0.7%	+$34.5K	0.45%	39
2023 Q1	$4.55M	Sell	94,520 -72	-0.1%	-$3.18K	0.42%	47
2022 Q4	$3.78M	Sell	94,592 -102,136	-52%	-$4.17M	0.39%	51
2022 Q3	$7.56M	Buy	196,728 +23,480	+14%	+$1.03M	0.43%	44
2022 Q2	$7.08M	Sell	173,248 -120,192	-41%	-$5.41M	0.41%	49
2022 Q1	$15.3M	Buy	293,440 +107,072	+57%	+$5.49M	0.74%	22
2021 Q4	$10.7M	Buy	+186,368	New	+$10.2M	1.05%	14
2021 Q2	$9.08M	Buy	182,128 +8,560	+5%	+$404K	0.93%	15
2021 Q1	$7.78M	Sell	173,568 -2,992	-2%	-$135K	1.05%	14
2020 Q4	$7.81M	Buy	176,560 +304	+0.2%	+$12.5K	1.15%	13
2020 Q3	$6.86M	Buy	176,256 +6,048	+4%	+$228K	1.12%	14
2020 Q2	$5.93M	Buy	170,208 +21,976	+15%	+$686K	1.08%	16
2020 Q1	$3.92M	Sell	148,232 -123,032	-45%	-$3.73M	0.9%	21
2019 Q4	$8.3M	Buy	271,264 +31,032	+13%	+$888K	1.26%	21
2019 Q3	$6.48M	Sell	240,232 -784	-0.3%	-$21.1K	1.35%	14
2019 Q2	$6.35M	Buy	241,016 +16,856	+8%	+$435K	0.83%	31
2019 Q1	$5.61M	Buy	224,160 +7,696	+4%	+$179K	1.25%	13
2018 Q4	$4.52M	Buy	+216,464	New	+$4.91M	1.22%	16

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

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

Western Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 2.7% in Q2 2026, buying an estimated $475K and bringing the position to 168,022 shares worth $20.1M. The position accounts for 0.66% of the portfolio, ranked #28.

Western Wealth Management first reported a position in VGT in Q4 2018 and has held it in 30 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Western Wealth Management held 168,022 shares of Vanguard Information Technology ETF worth $20.1M as of Q2 2026.
Western Wealth Management bought 4,342 Vanguard Information Technology ETF shares in Q2 2026, an estimated $475K.
Vanguard Information Technology ETF made up 0.66% of Western Wealth Management's portfolio in Q2 2026, its #28 holding.
Western Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 30 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.