Atwood & Palmer’s Vanguard Information Technology ETF VGT Stock Holding History

Atwood & Palmer’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	$38.8K	Buy	325 +5	+2%	+$547	﹤0.01%	267
2026 Q1	$27.9K	Hold	320	–	–	﹤0.01%	295
2025 Q4	$30.2K	Hold	320	–	–	﹤0.01%	282
2025 Q3	$29.9K	Hold	320	–	–	﹤0.01%	291
2025 Q2	$26.5K	Hold	320	–	–	﹤0.01%	291
2025 Q1	$21.7K	Hold	320	–	–	﹤0.01%	287
2024 Q4	$24.9K	Hold	320	–	–	﹤0.01%	272
2024 Q3	$23.5K	Hold	320	–	–	﹤0.01%	276
2024 Q2	$23.1K	Hold	320	–	–	﹤0.01%	286
2024 Q1	$21K	Hold	320	–	–	﹤0.01%	274
2023 Q4	$19.4K	Hold	320	–	–	﹤0.01%	282
2023 Q3	$16.6K	Hold	320	–	–	﹤0.01%	282
2023 Q2	$17.7K	Hold	320	–	–	﹤0.01%	286
2023 Q1	$15.4K	Hold	320	–	–	﹤0.01%	282
2022 Q4	$12.8K	Hold	320	–	–	﹤0.01%	308
2022 Q3	$12K	Hold	320	–	–	﹤0.01%	297
2022 Q2	$13K	Hold	320	–	–	﹤0.01%	315
2022 Q1	$17K	Hold	320	–	–	﹤0.01%	335
2021 Q4	$18K	Hold	320	–	–	﹤0.01%	325
2021 Q3	$16K	Hold	320	–	–	﹤0.01%	327
2021 Q2	$16K	Hold	320	–	–	﹤0.01%	306
2021 Q1	$14K	Hold	320	–	–	﹤0.01%	325
2020 Q4	$14K	Hold	320	–	–	﹤0.01%	305
2020 Q3	$12K	Hold	320	–	–	﹤0.01%	263
2020 Q2	$11K	Hold	320	–	–	﹤0.01%	258
2020 Q1	$8K	Hold	320	–	–	﹤0.01%	261
2019 Q4	$10K	Hold	320	–	–	﹤0.01%	247
2019 Q3	$9K	Hold	320	–	–	﹤0.01%	254
2019 Q2	$8K	Sell	320 -320	-50%	-$8.25K	﹤0.01%	254
2019 Q1	$16K	Buy	640 +320	+100%	+$7.43K	﹤0.01%	230
2018 Q4	$7K	Hold	320	–	–	﹤0.01%	266
2018 Q3	$8K	Buy	+320	New	+$7.78K	﹤0.01%	265

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Atwood & Palmer's VGT Position: Q2 2026 in Review

Atwood & Palmer increased its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q2 2026, buying an estimated $547 and bringing the position to 325 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Atwood & Palmer first reported a position in VGT in Q3 2018 and has held it in 32 quarters since. 772 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Atwood & Palmer held 325 shares of Vanguard Information Technology ETF worth $38.8K as of Q2 2026.
Atwood & Palmer bought 5 Vanguard Information Technology ETF shares in Q2 2026, an estimated $547.
Vanguard Information Technology ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #267 holding.
Atwood & Palmer first reported a position in Vanguard Information Technology ETF in Q3 2018 and has held it in 32 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.