AC
VGT icon

Apella Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Apella Capital’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 		$3.2M Sell
28,054
-458
-2% -$50.1K 0.05% 213
2026
Q1 		$2.87M Buy
28,512
+9,240
+48% +$851K 0.04% 223
2025
Q4 		$1.82M Buy
19,272
+7,792
+68% +$740K 0.04% 206
2025
Q3 		$1.08M Buy
11,480
+2,088
+22% +$182K 0.02% 248
2025
Q2 		$784K Buy
9,392
+400
+4% +$29.1K 0.02% 249
2025
Q1 		$600K Buy
8,992
+2,576
+40% +$194K 0.02% 241
2024
Q4 		$498K Buy
6,416
+16
+0.3% +$1.23K 0.02% 235
2024
Q3 		$460K Hold
6,400
– – 0.02% 222
2024
Q2 		$479K Buy
6,400
+8
+0.1% +$532 0.02% 210
2024
Q1 		$415K Buy
6,392
+184
+3% +$11.7K 0.02% 208
2023
Q4 		$359K Sell
6,208
-8
-0.1% -$446 0.02% 218
2023
Q3 		$322K Buy
6,216
+16
+0.3% +$870 0.02% 205
2023
Q2 		$343K Buy
+6,200
New +$311K 0.02% 199
2022
Q4 		$248K Sell
6,200
-7,120
-53% -$291K 0.02% 209
2022
Q3 		$512K Sell
13,320
-80
-0.6% -$3.52K 0.06% 134
2022
Q2 		$547K Buy
13,400
+8,152
+155% +$367K 0.07% 130
2022
Q1 		$273K Hold
5,248
– – 0.04% 174
2021
Q4 		$301K Hold
5,248
– – 0.04% 167
2021
Q3 		$263K Hold
5,248
– – 0.04% 174
2021
Q2 		$262K Sell
5,248
-64
-1% -$3.02K 0.04% 181
2021
Q1 		$238K Hold
5,312
– – 0.08% 122
2020
Q4 		$235K Hold
5,312
– – 0.08% 118
2020
Q3 		$207K Buy
+5,312
New +$200K 0.08% 117

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
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

Apella Capital's VGT Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q2 2026, selling an estimated $50.1K and leaving 28,054 shares worth $3.2M. The position accounts for 0.05% of the portfolio, ranked #213.

Apella Capital first reported a position in VGT in Q3 2020 and has held it in 23 quarters since. 548 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Apella Capital held 28,054 shares of Vanguard Information Technology ETF worth $3.2M as of Q2 2026.
  • Apella Capital sold 458 Vanguard Information Technology ETF shares in Q2 2026, an estimated $50.1K.
  • Vanguard Information Technology ETF made up 0.05% of Apella Capital's portfolio in Q2 2026, its #213 holding.
  • Apella Capital first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 23 quarters since.
  • 548 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.