Wingate Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Wingate Wealth Advisors’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	$1.15M	Buy	9,604 +188	+2%	+$20.6K	0.51%	44
2026 Q1	$821K	Buy	9,416 +8	+0.1%	+$737	0.44%	55
2025 Q4	$887K	Hold	9,408	–	–	0.49%	53
2025 Q3	$878K	Buy	9,408 +1,008	+12%	+$88.1K	0.61%	50
2025 Q2	$697K	Buy	8,400 +440	+6%	+$32K	0.62%	48
2025 Q1	$540K	Sell	7,960 -2,384	-23%	-$180K	0.62%	50
2024 Q4	$804K	Buy	+10,344	New	+$795K	0.79%	40

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

Wingate Wealth Advisors's VGT Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 2% in Q2 2026, buying an estimated $20.6K and bringing the position to 9,604 shares worth $1.15M. The position accounts for 0.51% of the portfolio, ranked #44.

Wingate Wealth Advisors first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Wingate Wealth Advisors held 9,604 shares of Vanguard Information Technology ETF worth $1.15M as of Q2 2026.
Wingate Wealth Advisors bought 188 Vanguard Information Technology ETF shares in Q2 2026, an estimated $20.6K.
Vanguard Information Technology ETF made up 0.51% of Wingate Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Wingate Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.