Wheelhouse Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Wheelhouse Advisory Group’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	$22.6M	Sell	188,828 -3,108	-2%	-$340K	6.37%	8
2026 Q1	$16.7M	Buy	191,936 +4,200	+2%	+$387K	5.55%	10
2025 Q4	$17.9M	Sell	187,736 -720	-0.4%	-$68.4K	6.79%	8
2025 Q3	$17.6M	Buy	188,456 +5,672	+3%	+$496K	7.58%	7
2025 Q2	$15.2M	Buy	182,784 +10,536	+6%	+$766K	7.47%	7
2025 Q1	$11.7M	Buy	172,248 +7,128	+4%	+$537K	6.67%	7
2024 Q4	$12.8M	Buy	165,120 +3,088	+2%	+$237K	7.62%	7
2024 Q3	$11.9M	Buy	162,032 +2,616	+2%	+$186K	7.65%	7
2024 Q2	$11.7M	Buy	159,416 +6,648	+4%	+$442K	8.22%	7
2024 Q1	$10M	Buy	152,768 +10,984	+8%	+$696K	7.69%	7
2023 Q4	$8.58M	Buy	+141,784	New	+$7.9M	7.49%	7

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

Wheelhouse Advisory Group's VGT Position: Q2 2026 in Review

Wheelhouse Advisory Group reduced its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q2 2026, selling an estimated $340K and leaving 188,828 shares worth $22.6M. The position accounts for 6.37% of the portfolio, ranked #8.

Wheelhouse Advisory Group first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Wheelhouse Advisory Group held 188,828 shares of Vanguard Information Technology ETF worth $22.6M as of Q2 2026.
Wheelhouse Advisory Group sold 3,108 Vanguard Information Technology ETF shares in Q2 2026, an estimated $340K.
Vanguard Information Technology ETF made up 6.37% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #8 holding.
Wheelhouse Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.