AWM
VGT icon

Accel Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Accel Wealth 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 		$729K Buy
6,103
+335
+6% +$36.7K 0.16% 122
2026
Q1 		$503K Buy
5,768
+256
+5% +$23.6K 0.13% 150
2025
Q4 		$519K Sell
5,512
-168
-3% -$16K 0.14% 145
2025
Q3 		$530K Buy
5,680
+384
+7% +$33.6K 0.15% 141
2025
Q2 		$439K Sell
5,296
-672
-11% -$48.9K 0.15% 149
2025
Q1 		$405K Sell
5,968
-584
-9% -$44K 0.15% 141
2024
Q4 		$509K Buy
6,552
+1,280
+24% +$98.3K 0.19% 126
2024
Q3 		$387K Buy
5,272
+400
+8% +$28.4K 0.14% 155
2024
Q2 		$351K Buy
4,872
+936
+24% +$62.2K 0.14% 149
2024
Q1 		$258K Sell
3,936
-520
-12% -$33K 0.11% 176
2023
Q4 		$270K Buy
4,456
+208
+5% +$11.6K 0.14% 152
2023
Q3 		$220K Buy
+4,248
New +$231K 0.12% 151
2023
Q2 		– Sell
-3,720
Closed -$179K – 841
2023
Q1 		$179K Hold
3,720
– – 0.07% 234
2022
Q4 		$148K Buy
3,720
+8
+0.2% +$326 0.07% 193
2022
Q3 		$152K Hold
3,712
– – 0.08% 193
2022
Q2 		$158K Hold
3,712
– – 0.09% 167
2022
Q1 		$193K Sell
3,712
-3,488
-48% -$179K 0.1% 160
2021
Q4 		$412K Buy
7,200
+1,424
+25% +$78.2K 0.2% 90
2021
Q3 		$290K Buy
5,776
+1,136
+24% +$58.9K 0.19% 93
2021
Q2 		$231K Buy
4,640
+1,280
+38% +$60.4K 0.15% 128
2021
Q1 		$151K Sell
3,360
-688
-17% -$30.9K 0.12% 165
2020
Q4 		$179K Buy
+4,048
New +$167K 0.17% 131

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

Accel Wealth Management's VGT Position: Q2 2026 in Review

Accel Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 5.8% in Q2 2026, buying an estimated $36.7K and bringing the position to 6,103 shares worth $729K. The position accounts for 0.16% of the portfolio, ranked #122.

Accel Wealth Management first reported a position in VGT in Q4 2020 and has held it in 22 quarters since. 635 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Accel Wealth Management held 6,103 shares of Vanguard Information Technology ETF worth $729K as of Q2 2026.
  • Accel Wealth Management bought 335 Vanguard Information Technology ETF shares in Q2 2026, an estimated $36.7K.
  • Vanguard Information Technology ETF made up 0.16% of Accel Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Accel Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 22 quarters since.
  • 635 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.