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Wolff Financial Management’s Vanguard Information Technology ETF VGT Stock Holding History

Wolff Financial 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 		$5.2M Sell
43,547
-2,117
-5% -$232K 1.04% 16
2026
Q1 		$3.98M Buy
45,664
+40
+0.1% +$3.68K 0.88% 18
2025
Q4 		$4.3M Buy
45,624
+48
+0.1% +$4.56K 0.97% 17
2025
Q3 		$4.25M Sell
45,576
-64
-0.1% -$5.59K 0.99% 17
2025
Q2 		$3.78M Buy
45,640
+48
+0.1% +$3.49K 0.98% 18
2025
Q1 		$3.09M Buy
45,592
+88
+0.2% +$6.63K 0.86% 19
2024
Q4 		$3.54M Buy
45,504
+4,448
+11% +$342K 0.98% 18
2024
Q3 		$3.01M Buy
41,056
+32
+0.1% +$2.27K 0.82% 20
2024
Q2 		$2.96M Sell
41,024
-16
-0% -$1.06K 2.18% 9
2024
Q1 		$2.69M Sell
41,040
-48
-0.1% -$3.04K 0.78% 21
2023
Q4 		$2.49M Sell
41,088
-1,544
-4% -$86K 0.77% 20
2023
Q3 		$2.21M Sell
42,632
-1,336
-3% -$72.6K 0.75% 19
2023
Q2 		$2.43M Sell
43,968
-4,800
-10% -$241K 2.12% 8
2023
Q1 		$2.35M Sell
48,768
-4,368
-8% -$193K 0.82% 19
2022
Q4 		$2.12M Sell
53,136
-8,232
-13% -$336K 0.78% 26
2022
Q3 		$2.36M Sell
61,368
-24
-0% -$1.05K 1.08% 25
2022
Q2 		$2.51M Sell
61,392
-856
-1% -$38.6K 1.11% 24
2022
Q1 		$3.24M Sell
62,248
-320
-0.5% -$16.4K 1.29% 21
2021
Q4 		$3.58M Sell
62,568
-960
-2% -$52.7K 1.36% 20
2021
Q3 		$3.19M Buy
+63,528
New +$3.29M 2.77% 9
2021
Q1 		$2.84M Sell
63,416
-112
-0.2% -$5.04K 1.3% 19
2020
Q4 		$2.81M Buy
63,528
+568
+0.9% +$23.4K 1.47% 17
2020
Q3 		$2.45M Sell
62,960
-792
-1% -$29.8K 1.45% 17
2020
Q2 		$2.22M Buy
63,752
+112
+0.2% +$3.5K 1.41% 18
2020
Q1 		$1.69M Buy
63,640
+3,752
+6% +$114K 1.27% 20
2019
Q4 		$1.83M Sell
59,888
-2,312
-4% -$66.2K 1.22% 19
2019
Q3 		$1.68M Sell
62,200
-1,984
-3% -$53.4K 1.22% 19
2019
Q2 		$1.69M Sell
64,184
-1,424
-2% -$36.7K 1.3% 17
2019
Q1 		$1.65M Sell
65,608
-2,840
-4% -$66K 1.37% 17
2018
Q4 		$1.43M Buy
+68,448
New +$1.55M 1.39% 16

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

Wolff Financial Management's VGT Position: Q2 2026 in Review

Wolff Financial Management reduced its Vanguard Information Technology ETF (VGT) stake by 4.6% in Q2 2026, selling an estimated $232K and leaving 43,547 shares worth $5.2M. The position accounts for 1.04% of the portfolio, ranked #16.

Wolff Financial Management first reported a position in VGT in Q4 2018 and has held it in 30 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Wolff Financial Management held 43,547 shares of Vanguard Information Technology ETF worth $5.2M as of Q2 2026.
  • Wolff Financial Management sold 2,117 Vanguard Information Technology ETF shares in Q2 2026, an estimated $232K.
  • Vanguard Information Technology ETF made up 1.04% of Wolff Financial Management's portfolio in Q2 2026, its #16 holding.
  • Wolff Financial Management first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.