Caliber Wealth Management (Kansas)’s Vanguard Information Technology ETF VGT Stock Holding History

Caliber Wealth Management (Kansas)’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	$711K	Buy	5,947 +67	+1%	+$7.34K	0.07%	160
2026 Q1	$513K	Sell	5,880 -96	-2%	-$8.84K	0.06%	169
2025 Q4	$563K	Buy	5,976 +32	+0.5%	+$3.04K	0.06%	168
2025 Q3	$555K	Hold	5,944	–	–	0.06%	165
2025 Q2	$493K	Sell	5,944 -112	-2%	-$8.14K	0.05%	182
2025 Q1	$410K	Buy	+6,056	New	+$456K	0.06%	173

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s VGT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q2 2026, buying an estimated $7.34K and bringing the position to 5,947 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #160.

Caliber Wealth Management (Kansas) first reported a position in VGT in Q1 2025 and has held it in 6 quarters since. 989 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Caliber Wealth Management (Kansas) held 5,947 shares of Vanguard Information Technology ETF worth $711K as of Q2 2026.
Caliber Wealth Management (Kansas) bought 67 Vanguard Information Technology ETF shares in Q2 2026, an estimated $7.34K.
Vanguard Information Technology ETF made up 0.07% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #160 holding.
Caliber Wealth Management (Kansas) first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 6 quarters since.
989 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.