Balance Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Balance Wealth’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	$950K	Buy	7,948 +4	+0.1%	+$438	0.25%	66
2026 Q1	$693K	Buy	7,944 +440	+6%	+$40.5K	0.22%	73
2025 Q4	$707K	Buy	7,504 +3,728	+99%	+$354K	0.23%	74
2025 Q3	$353K	Buy	+3,776	New	+$330K	0.09%	106

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

Balance Wealth's VGT Position: Q2 2026 in Review

Balance Wealth increased its Vanguard Information Technology ETF (VGT) stake by 0.05% in Q2 2026, buying an estimated $438 and bringing the position to 7,948 shares worth $950K. The position accounts for 0.25% of the portfolio, ranked #66.

Balance Wealth first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. 772 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Balance Wealth held 7,948 shares of Vanguard Information Technology ETF worth $950K as of Q2 2026.
Balance Wealth bought 4 Vanguard Information Technology ETF shares in Q2 2026, an estimated $438.
Vanguard Information Technology ETF made up 0.25% of Balance Wealth's portfolio in Q2 2026, its #66 holding.
Balance Wealth first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.