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AAFMAA Wealth Management & Trust’s Vanguard Information Technology ETF VGT Stock Holding History

AAFMAA Wealth Management & Trust’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 		$347K Hold
2,904
– – 0.12% 83
2026
Q1 		$253K Sell
2,904
-304
-9% -$28K 0.1% 92
2025
Q4 		$302K Hold
3,208
– – 0.12% 81
2025
Q3 		$299K Hold
3,208
– – 0.12% 81
2025
Q2 		$266K Sell
3,208
-160
-5% -$11.6K 0.11% 81
2025
Q1 		$228K Hold
3,368
– – 0.1% 77
2024
Q4 		$262K Hold
3,368
– – 0.11% 67
2024
Q3 		$247K Hold
3,368
– – 0.11% 66
2024
Q2 		$243K Hold
3,368
– – 0.12% 74
2024
Q1 		$221K Buy
+3,368
New +$213K 0.12% 61
2022
Q1 		– Sell
-3,776
Closed -$216K – 70
2021
Q4 		$216K Sell
3,776
-84,264
-96% -$4.63M 0.09% 68
2021
Q3 		$4.42M Buy
88,040
+2,672
+3% +$138K 2.1% 15
2021
Q2 		$4.25M Buy
85,368
+40
+0% +$1.89K 1.95% 19
2021
Q1 		$3.82M Buy
+85,328
New +$3.84M 1.84% 21

Other funds holding VGT

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

AAFMAA Wealth Management & Trust's VGT Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,904 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #83.

AAFMAA Wealth Management & Trust first reported a position in VGT in Q1 2021 and has held it in 14 quarters since. The position peaked at $4.42M in Q3 2021. 671 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 2,904 shares of Vanguard Information Technology ETF worth $347K as of Q2 2026.
  • AAFMAA Wealth Management & Trust left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
  • Vanguard Information Technology ETF made up 0.12% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #83 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 14 quarters since.
  • AAFMAA Wealth Management & Trust's Vanguard Information Technology ETF position peaked at $4.42M in Q3 2021.
  • 671 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.