AWM
VGT icon

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

Athena 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 		$310K Buy
2,596
+4
+0.2% +$438 0.23% 81
2026
Q1 		$226K Hold
2,592
– – 0.19% 98
2025
Q4 		$244K Buy
+2,592
New +$246K 0.24% 87

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

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

Athena Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.15% in Q2 2026, buying an estimated $438 and bringing the position to 2,596 shares worth $310K. The position accounts for 0.23% of the portfolio, ranked #81.

Athena Wealth Management first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Athena Wealth Management held 2,596 shares of Vanguard Information Technology ETF worth $310K as of Q2 2026.
  • Athena Wealth Management bought 4 Vanguard Information Technology ETF shares in Q2 2026, an estimated $438.
  • Vanguard Information Technology ETF made up 0.23% of Athena Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Athena Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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