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Appleton Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Appleton Partners’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 		$1.36M Sell
11,407
-273
-2% -$29.9K 0.08% 134
2026
Q1 		$1.02M Sell
11,680
-280
-2% -$25.8K 0.07% 141
2025
Q4 		$1.13M Sell
11,960
-4,800
-29% -$456K 0.07% 136
2025
Q3 		$1.56M Hold
16,760
– – 0.11% 119
2025
Q2 		$1.39M Sell
16,760
-2,400
-13% -$175K 0.1% 118
2025
Q1 		$1.3M Sell
19,160
-160
-0.8% -$12.1K 0.1% 116
2024
Q4 		$1.5M Hold
19,320
– – 0.11% 115
2024
Q3 		$1.42M Hold
19,320
– – 0.1% 115
2024
Q2 		$1.39M Sell
19,320
-80
-0.4% -$5.32K 0.11% 115
2024
Q1 		$1.27M Sell
19,400
-240
-1% -$15.2K 0.1% 124
2023
Q4 		$1.19M Buy
19,640
+1,280
+7% +$71.3K 0.1% 129
2023
Q3 		$952K Buy
+18,360
New +$998K 0.08% 136

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

Appleton Partners's VGT Position: Q2 2026 in Review

Appleton Partners reduced its Vanguard Information Technology ETF (VGT) stake by 2.3% in Q2 2026, selling an estimated $29.9K and leaving 11,407 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #134.

Appleton Partners first reported a position in VGT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q3 2025. 582 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Appleton Partners held 11,407 shares of Vanguard Information Technology ETF worth $1.36M as of Q2 2026.
  • Appleton Partners sold 273 Vanguard Information Technology ETF shares in Q2 2026, an estimated $29.9K.
  • Vanguard Information Technology ETF made up 0.08% of Appleton Partners's portfolio in Q2 2026, its #134 holding.
  • Appleton Partners first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 12 quarters since.
  • Appleton Partners's Vanguard Information Technology ETF position peaked at $1.56M in Q3 2025.
  • 582 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.