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WMG Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

WMG Financial 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 		$7.54M Buy
63,118
+3,462
+6% +$379K 2.84% 8
2026
Q1 		$5.2M Buy
59,656
+20,760
+53% +$1.91M 2.17% 9
2025
Q4 		$3.67M Buy
38,896
+504
+1% +$47.9K 1.51% 12
2025
Q3 		$3.58M Buy
38,392
+11,032
+40% +$964K 1.2% 14
2025
Q2 		$2.27M Buy
27,360
+296
+1% +$21.5K 0.84% 18
2025
Q1 		$1.83M Buy
27,064
+1,384
+5% +$104K 0.78% 20
2024
Q4 		$2M Buy
25,680
+6,048
+31% +$465K 0.86% 20
2024
Q3 		$1.44M Sell
19,632
-648
-3% -$46K 0.65% 28
2024
Q2 		$1.46M Buy
20,280
+176
+0.9% +$11.7K 0.77% 24
2024
Q1 		$1.32M Buy
20,104
+3,160
+19% +$200K 0.75% 26
2023
Q4 		$1.03M Buy
16,944
+688
+4% +$38.3K 0.67% 34
2023
Q3 		$843K Buy
16,256
+1,312
+9% +$71.3K 0.72% 36
2023
Q2 		$826K Buy
14,944
+4,144
+38% +$208K 0.61% 43
2023
Q1 		$834K Sell
10,800
-19,928
-65% -$881K 0.69% 41
2022
Q4 		$1.23M Buy
30,728
+2,608
+9% +$106K 1.04% 24
2022
Q3 		$1.09M Buy
28,120
+12,408
+79% +$546K 0.98% 28
2022
Q2 		$643K Buy
15,712
+9,640
+159% +$434K 0.56% 49
2022
Q1 		$315K Buy
6,072
+2,464
+68% +$126K 0.23% 111
2021
Q4 		$206K Buy
+3,608
New +$198K 0.16% 167

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

WMG Financial Advisors's VGT Position: Q2 2026 in Review

WMG Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 5.8% in Q2 2026, buying an estimated $379K and bringing the position to 63,118 shares worth $7.54M. The position accounts for 2.84% of the portfolio, ranked #8.

WMG Financial Advisors first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • WMG Financial Advisors held 63,118 shares of Vanguard Information Technology ETF worth $7.54M as of Q2 2026.
  • WMG Financial Advisors bought 3,462 Vanguard Information Technology ETF shares in Q2 2026, an estimated $379K.
  • Vanguard Information Technology ETF made up 2.84% of WMG Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • WMG Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.