CFS Investment Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

CFS Investment Advisory Services’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	$733K	Hold	6,392	–	–	0.05%	219
2026 Q1	$644K	Hold	6,392	–	–	0.04%	233
2025 Q4	$602K	Hold	6,392	–	–	0.04%	223
2025 Q3	$619K	Hold	6,392	–	–	0.05%	219
2025 Q2	$530K	Hold	6,392	–	–	0.04%	223
2025 Q1	$433K	Hold	6,392	–	–	0.04%	230
2024 Q4	$497K	Hold	6,392	–	–	0.04%	211
2024 Q3	$469K	Sell	6,392 -40	-0.6%	-$2.84K	0.04%	208
2024 Q2	$461K	Hold	6,432	–	–	0.04%	185
2024 Q1	$422K	Sell	6,432 -384	-6%	-$24.3K	0.07%	117
2023 Q4	$412K	Buy	6,816 +336	+5%	+$18.7K	0.07%	110
2023 Q3	$336K	Buy	6,480 +1,288	+25%	+$70K	0.05%	143
2023 Q2	$287K	Sell	5,192 -336	-6%	-$16.9K	0.04%	213
2023 Q1	$266K	Buy	+5,528	New	+$244K	0.05%	127
2022 Q4	–	Sell	-3,712,776	Closed	-$732K	–	261
2022 Q3	$732K	Buy	3,712,776 +3,700,080	+29,144%	+$163M	0.17%	73
2022 Q2	$518K	Sell	12,696 -4,903,344	-100%	-$221M	0.08%	164
2022 Q1	$669K	Buy	4,916,040 +4,904,504	+42,515%	+$252M	2.91%	7
2021 Q4	$609K	Sell	11,536 -744	-6%	-$40.8K	0.08%	155
2021 Q3	$616K	Buy	+12,280	New	+$636K	0.08%	148

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 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

CFS Investment Advisory Services's VGT Position: Q2 2026 in Review

CFS Investment Advisory Services held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 6,392 shares worth $733K. The position accounts for 0.05% of the portfolio, ranked #219.

CFS Investment Advisory Services first reported a position in VGT in Q3 2021 and has held it in 19 quarters since. 615 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

CFS Investment Advisory Services held 6,392 shares of Vanguard Information Technology ETF worth $733K as of Q2 2026.
CFS Investment Advisory Services left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.05% of CFS Investment Advisory Services's portfolio in Q2 2026, its #219 holding.
CFS Investment Advisory Services first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 19 quarters since.
615 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.