SFI
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SUCCESSION FINANCIAL, INC.’s Vanguard Information Technology ETF VGT Stock Holding History

SUCCESSION FINANCIAL, INC.’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 		$1.49M Buy
+12,440
New +$1.36M 1.41% 11

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SUCCESSION FINANCIAL, INC.'s VGT Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 12,440 shares worth $1.49M. The stake represents 1.41% of the portfolio and ranks #11 among its holdings.

1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • SUCCESSION FINANCIAL, INC. held 12,440 shares of Vanguard Information Technology ETF worth $1.49M as of Q2 2026.
  • Vanguard Information Technology ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
  • Vanguard Information Technology ETF made up 1.41% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #11 holding.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.