Allied Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Allied Investment Advisors’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	$1.84M	Hold	15,392	–	–	0.23%	49
2026 Q1	$1.34M	Hold	15,392	–	–	0.19%	49
2025 Q4	$1.45M	Hold	15,392	–	–	0.22%	49
2025 Q3	$1.44M	Sell	15,392 -336	-2%	-$29.4K	0.23%	48
2025 Q2	$1.3M	Sell	15,728 -1,768	-10%	-$129K	0.23%	47
2025 Q1	$1.19M	Hold	17,496	–	–	0.22%	46
2024 Q4	$1.36M	Hold	17,496	–	–	0.27%	41
2024 Q3	$1.28M	Hold	17,496	–	–	0.25%	41
2024 Q2	$1.26M	Hold	17,496	–	–	0.3%	36
2024 Q1	$1.15M	Buy	17,496 +128	+0.7%	+$8.11K	0.28%	38
2023 Q4	$1.05M	Sell	17,368 -1,424	-8%	-$79.3K	0.29%	38
2023 Q3	$975K	Hold	18,792	–	–	0.29%	40
2023 Q2	$1.04M	Hold	18,792	–	–	0.3%	37
2023 Q1	$905K	Hold	18,792	–	–	0.28%	38
2022 Q4	$750K	Hold	18,792	–	–	0.23%	41
2022 Q3	$722K	Sell	18,792 -432	-2%	-$19K	0.27%	39
2022 Q2	$785K	Hold	19,224	–	–	0.28%	37
2022 Q1	$1M	Buy	19,224 +3,400	+21%	+$174K	0.33%	37
2021 Q4	$906K	Hold	15,824	–	–	0.31%	36
2021 Q3	$794K	Sell	15,824 -280	-2%	-$14.5K	0.3%	37
2021 Q2	$803K	Sell	16,104 -40	-0.2%	-$1.89K	0.3%	37
2021 Q1	$723K	Sell	16,144 -3,856	-19%	-$173K	0.31%	36
2020 Q4	$884K	Buy	20,000 +312	+2%	+$12.8K	0.42%	33
2020 Q3	$766K	Sell	19,688 -112	-0.6%	-$4.22K	0.41%	34
2020 Q2	$690K	Sell	19,800 -360	-2%	-$11.2K	0.4%	34
2020 Q1	$534K	Sell	20,160 -240	-1%	-$7.27K	0.39%	34
2019 Q4	$624K	Sell	20,400 -3,880	-16%	-$111K	0.37%	33
2019 Q3	$654K	Hold	24,280	–	–	0.42%	32
2019 Q2	$640K	Hold	24,280	–	–	0.43%	32
2019 Q1	$609K	Sell	24,280 -1,360	-5%	-$31.6K	0.42%	33
2018 Q4	$535K	Sell	25,640 -8,080	-24%	-$183K	0.44%	32
2018 Q3	$854K	Sell	33,720 -8,552	-20%	-$208K	0.63%	29
2018 Q2	$959K	Sell	42,272 -21,816	-34%	-$490K	0.78%	29
2018 Q1	$1.37M	Sell	64,088 -246,480	-79%	-$5.38M	1.13%	27
2017 Q4	$6.39M	Buy	+310,568	New	+$6.3M	5.39%	3

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

Allied Investment Advisors's VGT Position: Q2 2026 in Review

Allied Investment Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 15,392 shares worth $1.84M. The position accounts for 0.23% of the portfolio, ranked #49.

Allied Investment Advisors first reported a position in VGT in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.39M in Q4 2017. 1,069 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Allied Investment Advisors held 15,392 shares of Vanguard Information Technology ETF worth $1.84M as of Q2 2026.
Allied Investment Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.23% of Allied Investment Advisors's portfolio in Q2 2026, its #49 holding.
Allied Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 35 quarters since.
Allied Investment Advisors's Vanguard Information Technology ETF position peaked at $6.39M in Q4 2017.
1,069 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.