World Equity Group’s Vanguard Information Technology ETF VGT Stock Holding History

World Equity 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	$517K	Buy	4,324 +60	+1%	+$6.57K	0.12%	210
2026 Q1	$372K	Hold	4,264	–	–	0.1%	245
2025 Q4	$402K	Sell	4,264 -64	-1%	-$6.08K	0.11%	202
2025 Q3	$404K	Sell	4,328 -184	-4%	-$16.1K	0.09%	217
2025 Q2	$374K	Buy	4,512 +1,032	+30%	+$75K	0.1%	207
2025 Q1	$236K	Sell	3,480 -3,992	-53%	-$301K	0.07%	266
2024 Q4	$581K	Buy	7,472 +3,816	+104%	+$293K	0.12%	173
2024 Q3	$268K	Buy	+3,656	New	+$260K	0.1%	200
2024 Q1	–	Sell	-4,736	Closed	-$287K	–	366
2023 Q4	$287K	Sell	4,736 -152	-3%	-$8.47K	0.06%	259
2023 Q3	$254K	Buy	4,888 +152	+3%	+$8.27K	0.05%	283
2023 Q2	$262K	Buy	+4,736	New	+$238K	0.08%	256
2023 Q1	–	Sell	-6,048	Closed	-$241K	–	584
2022 Q4	$241K	Hold	6,048	–	–	0.06%	295
2022 Q3	$232K	Sell	6,048 -264	-4%	-$11.6K	0.06%	288
2022 Q2	$258K	Sell	6,312 -472	-7%	-$21.3K	0.06%	283
2022 Q1	$353K	Buy	+6,784	New	+$348K	0.08%	256

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

World Equity Group's VGT Position: Q2 2026 in Review

World Equity Group increased its Vanguard Information Technology ETF (VGT) stake by 1.4% in Q2 2026, buying an estimated $6.57K and bringing the position to 4,324 shares worth $517K. The position accounts for 0.12% of the portfolio, ranked #210.

World Equity Group first reported a position in VGT in Q1 2022 and has held it in 15 quarters since. The position peaked at $581K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

World Equity Group held 4,324 shares of Vanguard Information Technology ETF worth $517K as of Q2 2026.
World Equity Group bought 60 Vanguard Information Technology ETF shares in Q2 2026, an estimated $6.57K.
Vanguard Information Technology ETF made up 0.12% of World Equity Group's portfolio in Q2 2026, its #210 holding.
World Equity Group first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 15 quarters since.
World Equity Group's Vanguard Information Technology ETF position peaked at $581K in Q4 2024.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.