American Institute for Advanced Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

American Institute for Advanced Investment 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	$2.08M	Sell	17,408 -168	-1%	-$18.4K	1.2%	22
2026 Q1	$1.53M	Sell	17,576 -240	-1%	-$22.1K	0.99%	26
2025 Q4	$1.68M	Buy	17,816 +8	+0%	+$760	1.08%	23
2025 Q3	$1.66M	Buy	17,808 +376	+2%	+$32.9K	1.09%	25
2025 Q2	$1.45M	Sell	17,432 -64	-0.4%	-$4.65K	1.02%	27
2025 Q1	$1.19M	Sell	17,496 -784	-4%	-$59.1K	0.91%	31
2024 Q4	$1.42M	Sell	18,280 -792	-4%	-$60.8K	1.06%	24
2024 Q3	$1.4M	Buy	19,072 +40	+0.2%	+$2.84K	1%	28
2024 Q2	$1.37M	Buy	19,032 +200	+1%	+$13.3K	1.05%	27
2024 Q1	$1.23M	Buy	18,832 +296	+2%	+$18.8K	0.98%	28
2023 Q4	$1.12M	Sell	18,536 -4,928	-21%	-$275K	0.99%	28
2023 Q3	$1.07M	Buy	23,464 +1,432	+6%	+$77.9K	0.99%	29
2023 Q2	$1.22M	Buy	22,032 +2,080	+10%	+$104K	1.07%	25
2023 Q1	$940K	Sell	19,952 -3,040	-13%	-$134K	1%	27
2022 Q4	$918K	Sell	22,992 -504	-2%	-$20.6K	0.84%	38
2022 Q3	$903K	Buy	23,496 +2,240	+11%	+$98.5K	0.84%	37
2022 Q2	$868K	Sell	21,256 -1,440	-6%	-$64.9K	0.76%	42
2022 Q1	$1.18M	Sell	22,696 -1,184	-5%	-$60.8K	0.86%	37
2021 Q4	$1.37M	Sell	23,880 -864	-3%	-$47.4K	0.92%	34
2021 Q3	$1.24M	Sell	24,744 -1,760	-7%	-$91.2K	0.88%	35
2021 Q2	$1.32M	Sell	26,504 -1,744	-6%	-$82.3K	0.93%	35
2021 Q1	$1.27M	Sell	28,248 -1,200	-4%	-$54K	0.97%	34
2020 Q4	$1.3M	Sell	29,448 -120	-0.4%	-$4.94K	1.05%	33
2020 Q3	$1.15M	Buy	29,568 +568	+2%	+$21.4K	1.03%	35
2020 Q2	$1.01M	Buy	29,000 +4,400	+18%	+$137K	0.95%	35
2020 Q1	$652K	Buy	24,600 +640	+3%	+$19.4K	0.71%	46
2019 Q4	$733K	Buy	+23,960	New	+$686K	0.71%	45

Other funds holding VGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HIIFS

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

American Institute for Advanced Investment Management's VGT Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.96% in Q2 2026, selling an estimated $18.4K and leaving 17,408 shares worth $2.08M. The position accounts for 1.2% of the portfolio, ranked #22.

American Institute for Advanced Investment Management first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. 1,738 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

American Institute for Advanced Investment Management held 17,408 shares of Vanguard Information Technology ETF worth $2.08M as of Q2 2026.
American Institute for Advanced Investment Management sold 168 Vanguard Information Technology ETF shares in Q2 2026, an estimated $18.4K.
Vanguard Information Technology ETF made up 1.2% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #22 holding.
American Institute for Advanced Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
1,738 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.