AWM
VGT icon

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

Axxcess 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 		$18.2M Sell
152,073
-1,439
-0.9% -$158K 0.29% 73
2026
Q1 		$13.4M Sell
153,512
-6,736
-4% -$620K 0.43% 56
2025
Q4 		$15.1M Buy
160,248
+127,152
+384% +$12.1M 0.26% 74
2025
Q3 		$3.09M Sell
33,096
-168
-0.5% -$14.7K 0.07% 232
2025
Q2 		$2.76M Buy
33,264
+2,296
+7% +$167K 0.06% 234
2025
Q1 		$2.1M Buy
30,968
+3,464
+13% +$261K 0.06% 257
2024
Q4 		$2.14M Sell
27,504
-976
-3% -$75K 0.05% 259
2024
Q3 		$2.09M Sell
28,480
-8,408
-23% -$598K 0.05% 257
2024
Q2 		$2.66M Buy
36,888
+10,136
+38% +$674K 0.07% 212
2024
Q1 		$1.75M Buy
26,752
+7,024
+36% +$445K 0.05% 270
2023
Q4 		$1.19M Sell
19,728
-14,952
-43% -$833K 0.03% 324
2023
Q3 		$1.44M Buy
34,680
+7,616
+28% +$414K 0.05% 251
2023
Q2 		$1.5M Buy
27,064
+16,056
+146% +$806K 0.11% 172
2023
Q1 		$530K Sell
11,008
-6,608
-38% -$292K 0.04% 364
2022
Q4 		$703K Sell
17,616
-1,936
-10% -$79K 0.06% 289
2022
Q3 		$751K Sell
19,552
-440
-2% -$19.3K 0.07% 240
2022
Q2 		$816K Buy
19,992
+5,072
+34% +$228K 0.08% 217
2022
Q1 		$776K Buy
14,920
+696
+5% +$35.7K 0.06% 269
2021
Q4 		$814K Buy
+14,224
New +$781K 0.06% 253

Other funds holding VGT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.94% in Q2 2026, selling an estimated $158K and leaving 152,073 shares worth $18.2M. The position accounts for 0.29% of the portfolio, ranked #73.

Axxcess Wealth Management first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 1,225 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Axxcess Wealth Management held 152,073 shares of Vanguard Information Technology ETF worth $18.2M as of Q2 2026.
  • Axxcess Wealth Management sold 1,439 Vanguard Information Technology ETF shares in Q2 2026, an estimated $158K.
  • Vanguard Information Technology ETF made up 0.29% of Axxcess Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.