Advisory Resource Group’s Vanguard Information Technology ETF VGT Stock Holding History

Advisory Resource 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	$976K	Buy	8,168 +160	+2%	+$17.5K	0.15%	123
2026 Q1	$698K	Sell	8,008 -776	-9%	-$71.5K	0.12%	122
2025 Q4	$828K	Buy	8,784 +8	+0.1%	+$760	0.15%	114
2025 Q3	$819K	Sell	8,776 -24	-0.3%	-$2.1K	0.15%	119
2025 Q2	$730K	Buy	8,800 +24	+0.3%	+$1.75K	0.14%	119
2025 Q1	$595K	Buy	8,776 +344	+4%	+$25.9K	0.12%	125
2024 Q4	$655K	Buy	8,432 +8	+0.1%	+$614	0.14%	116
2024 Q3	$618K	Buy	8,424 +872	+12%	+$62K	0.13%	115
2024 Q2	$544K	Sell	7,552 -600	-7%	-$39.9K	0.12%	112
2024 Q1	$534K	Buy	8,152 +288	+4%	+$18.3K	0.12%	112
2023 Q4	$476K	Buy	7,864 +344	+5%	+$19.2K	0.12%	118
2023 Q3	$390K	Buy	7,520 +480	+7%	+$26.1K	0.11%	118
2023 Q2	$389K	Buy	7,040 +2,872	+69%	+$144K	0.11%	119
2023 Q1	$201K	Buy	+4,168	New	+$184K	0.06%	145
2021 Q1	–	Sell	-6,264	Closed	-$277K	–	127
2020 Q4	$277K	Buy	6,264 +248	+4%	+$10.2K	0.14%	76
2020 Q3	$234K	Buy	+6,016	New	+$226K	0.14%	80

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

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 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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Advisory Resource Group's VGT Position: Q2 2026 in Review

Advisory Resource Group increased its Vanguard Information Technology ETF (VGT) stake by 2% in Q2 2026, buying an estimated $17.5K and bringing the position to 8,168 shares worth $976K. The position accounts for 0.15% of the portfolio, ranked #123.

Advisory Resource Group first reported a position in VGT in Q3 2020 and has held it in 16 quarters since. 392 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Advisory Resource Group held 8,168 shares of Vanguard Information Technology ETF worth $976K as of Q2 2026.
Advisory Resource Group bought 160 Vanguard Information Technology ETF shares in Q2 2026, an estimated $17.5K.
Vanguard Information Technology ETF made up 0.15% of Advisory Resource Group's portfolio in Q2 2026, its #123 holding.
Advisory Resource Group first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 16 quarters since.
392 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.