Affiance Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Affiance Financial’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	$2.68M	Buy	22,449 +777	+4%	+$85.1K	0.39%	32
2026 Q1	$1.89M	Hold	21,672	–	–	0.31%	40
2025 Q4	$2.04M	Hold	21,672	–	–	0.33%	38
2025 Q3	$2.02M	Buy	21,672 +520	+2%	+$45.4K	0.37%	37
2025 Q2	$1.75M	Buy	21,152 +32	+0.2%	+$2.33K	0.36%	36
2025 Q1	$1.43M	Sell	21,120 -232	-1%	-$17.5K	0.33%	41
2024 Q4	$1.66M	Sell	21,352 -128	-0.6%	-$9.83K	0.4%	40
2024 Q3	$1.58M	Buy	21,480 +80	+0.4%	+$5.68K	0.38%	39
2024 Q2	$1.54M	Buy	21,400 +1,128	+6%	+$75K	0.4%	39
2024 Q1	$1.33M	Hold	20,272	–	–	0.36%	42
2023 Q4	$1.23M	Hold	20,272	–	–	0.36%	43
2023 Q3	$1.05M	Hold	20,272	–	–	0.53%	43
2023 Q2	$1.12M	Hold	20,272	–	–	0.55%	43
2023 Q1	$977K	Hold	20,272	–	–	0.52%	44
2022 Q4	$809K	Hold	20,272	–	–	0.33%	52
2022 Q3	$779K	Hold	20,272	–	–	0.44%	34
2022 Q2	$827K	Sell	20,272 -6,976	-26%	-$314K	0.45%	37
2022 Q1	$1.42M	Sell	27,248 -4,080	-13%	-$209K	0.69%	27
2021 Q4	$1.79M	Buy	31,328 +1,912	+6%	+$105K	0.75%	31
2021 Q3	$1.48M	Hold	29,416	–	–	0.64%	33
2021 Q2	$1.47M	Sell	29,416 -8,392	-22%	-$396K	0.62%	34
2021 Q1	$1.69M	Hold	37,808	–	–	0.76%	30
2020 Q4	$1.67M	Sell	37,808 -1,448	-4%	-$59.6K	0.87%	22
2020 Q3	$1.53M	Buy	39,256 +256	+0.7%	+$9.64K	0.88%	25
2020 Q2	$1.36M	Hold	39,000	–	–	0.74%	28
2020 Q1	$1.03M	Sell	39,000 -1,704	-4%	-$51.6K	0.71%	32
2019 Q4	$1.25M	Buy	40,704 +1,704	+4%	+$48.8K	0.69%	29
2019 Q3	$1.05M	Hold	39,000	–	–	0.64%	31
2019 Q2	$1.03M	Buy	39,000 +8,200	+27%	+$211K	0.63%	33
2019 Q1	$772K	Hold	30,800	–	–	0.49%	40
2018 Q4	$642K	Hold	30,800	–	–	0.42%	52
2018 Q3	$780K	Hold	30,800	–	–	0.51%	41
2018 Q2	$698K	Sell	30,800 -2,248	-7%	-$50.5K	0.53%	41
2018 Q1	$706K	Hold	33,048	–	–	0.62%	31
2017 Q4	$680K	Hold	33,048	–	–	0.5%	32
2017 Q3	$628K	Hold	33,048	–	–	0.51%	35
2017 Q2	$582K	Hold	33,048	–	–	0.46%	35
2017 Q1	$560K	Hold	33,048	–	–	0.43%	36
2016 Q4	$502K	Sell	33,048 -1,952	-6%	-$29.4K	0.4%	44
2016 Q3	$527K	Sell	35,000 -432	-1%	-$6.26K	0.43%	37
2016 Q2	$474K	Buy	35,432 +432	+1%	+$5.8K	0.4%	42
2016 Q1	$479K	Hold	35,000	–	–	0.46%	41
2015 Q4	$474K	Hold	35,000	–	–	0.49%	42
2015 Q3	$438K	Sell	35,000 -2,120	-6%	-$27.8K	0.55%	46
2015 Q2	$493K	Buy	37,120 +2,120	+6%	+$28.9K	0.63%	47
2015 Q1	$466K	Hold	35,000	–	–	0.71%	40
2014 Q4	$457K	Buy	+35,000	New	+$447K	0.8%	31

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Affiance Financial's VGT Position: Q2 2026 in Review

Affiance Financial increased its Vanguard Information Technology ETF (VGT) stake by 3.6% in Q2 2026, buying an estimated $85.1K and bringing the position to 22,449 shares worth $2.68M. The position accounts for 0.39% of the portfolio, ranked #32.

Affiance Financial first reported a position in VGT in Q4 2014 and has held it in 47 quarters since. 1,127 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Affiance Financial held 22,449 shares of Vanguard Information Technology ETF worth $2.68M as of Q2 2026.
Affiance Financial bought 777 Vanguard Information Technology ETF shares in Q2 2026, an estimated $85.1K.
Vanguard Information Technology ETF made up 0.39% of Affiance Financial's portfolio in Q2 2026, its #32 holding.
Affiance Financial first reported a position in Vanguard Information Technology ETF in Q4 2014 and has held it in 47 quarters since.
1,127 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.