CWM
VGT icon

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

CMH 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 		$359K Sell
3,000
-80
-3% -$8.76K 0.05% 104
2026
Q1 		$269K Buy
+3,080
New +$284K 0.05% 108

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
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

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

CMH Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 2.6% in Q2 2026, selling an estimated $8.76K and leaving 3,000 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #104.

CMH Wealth Management first reported a position in VGT in Q1 2026 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • CMH Wealth Management held 3,000 shares of Vanguard Information Technology ETF worth $359K as of Q2 2026.
  • CMH Wealth Management sold 80 Vanguard Information Technology ETF shares in Q2 2026, an estimated $8.76K.
  • Vanguard Information Technology ETF made up 0.05% of CMH Wealth Management's portfolio in Q2 2026, its #104 holding.
  • CMH Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.