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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$5.77M Buy
+48,282
New +$5.29M 0.08% 96
2021
Q4 		– Sell
-30,480
Closed -$1.53M – 293
2021
Q3 		$1.53M Buy
30,480
+344
+1% +$17.8K 0.06% 113
2021
Q2 		$1.5M Buy
+30,136
New +$1.42M 0.06% 120
2020
Q3 		– Sell
-815,592
Closed -$28.4M – 163
2020
Q2 		$28.4M Buy
+815,592
New +$25.4M 1.73% 17

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

CLA (CliftonLarsonAllen) Wealth Advisors's VGT Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 48,282 shares worth $5.77M. The stake represents 0.08% of the portfolio and ranks #96 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in VGT as recently as Q3 2021.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VGT in Q2 2020 and has held it in 4 quarters since. The position peaked at $28.4M in Q2 2020. 695 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 48,282 shares of Vanguard Information Technology ETF worth $5.77M as of Q2 2026.
  • Vanguard Information Technology ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Vanguard Information Technology ETF made up 0.08% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 4 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Information Technology ETF position peaked at $28.4M in Q2 2020.
  • 695 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.