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

Altus 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 		$1.32M Sell
11,004
-140
-1% -$15.3K 0.51% 11
2026
Q1 		$972K Sell
11,144
-840
-7% -$77.3K 0.43% 12
2025
Q4 		$1.13M Hold
11,984
– – 0.49% 12
2025
Q3 		$1.12M Sell
11,984
-120
-1% -$10.5K 0.5% 12
2025
Q2 		$1M Sell
12,104
-5,544
-31% -$403K 0.48% 12
2025
Q1 		$1.2M Sell
17,648
-288
-2% -$21.7K 0.56% 16
2024
Q4 		$1.39M Buy
17,936
+960
+6% +$73.7K 0.62% 17
2024
Q3 		$1.24M Sell
16,976
-160
-0.9% -$11.4K 0.58% 17
2024
Q2 		$1.23M Buy
17,136
+2,760
+19% +$183K 0.59% 16
2024
Q1 		$942K Hold
14,376
– – 0.5% 17
2023
Q4 		$870K Hold
14,376
– – 0.52% 14
2023
Q3 		$745K Buy
14,376
+8
+0.1% +$435 0.52% 16
2023
Q2 		$794K Sell
14,368
-1,880
-12% -$94.4K 0.63% 11
2023
Q1 		$783K Sell
16,248
-2,000
-11% -$88.4K 0.65% 11
2022
Q4 		$729K Buy
18,248
+1,880
+11% +$76.7K 0.64% 11
2022
Q3 		$629K Hold
16,368
– – 0.54% 14
2022
Q2 		$668K Hold
16,368
– – 0.52% 16
2022
Q1 		$852K Sell
16,368
-64
-0.4% -$3.28K 0.59% 16
2021
Q4 		$941K Hold
16,432
– – 0.56% 16
2021
Q3 		$824K Hold
16,432
– – 0.52% 17
2021
Q2 		$819K Sell
16,432
-280
-2% -$13.2K 0.53% 18
2021
Q1 		$749K Buy
16,712
+8
+0% +$360 0.53% 17
2020
Q4 		$739K Sell
16,704
-8
-0% -$329 0.57% 16
2020
Q3 		$651K Sell
16,712
-4,208
-20% -$158K 0.6% 14
2020
Q2 		$729K Buy
20,920
+2,344
+13% +$73.1K 0.81% 10
2020
Q1 		$492K Buy
18,576
+2,760
+17% +$83.7K 0.7% 14
2019
Q4 		$484K Buy
+15,816
New +$453K 0.47% 17

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

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

Altus Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 1.3% in Q2 2026, selling an estimated $15.3K and leaving 11,004 shares worth $1.32M. The position accounts for 0.51% of the portfolio, ranked #11.

Altus Wealth Management first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Altus Wealth Management held 11,004 shares of Vanguard Information Technology ETF worth $1.32M as of Q2 2026.
  • Altus Wealth Management sold 140 Vanguard Information Technology ETF shares in Q2 2026, an estimated $15.3K.
  • Vanguard Information Technology ETF made up 0.51% of Altus Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Altus Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • Altus Wealth Management's Vanguard Information Technology ETF position peaked at $1.39M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.