Commonwealth Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Commonwealth Financial 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	$529K	Buy	4,430 +6	+0.1%	+$657	0.07%	140
2026 Q1	$386K	Buy	4,424 +56	+1%	+$5.16K	0.06%	145
2025 Q4	$411K	Buy	4,368 +8	+0.2%	+$760	0.07%	140
2025 Q3	$407K	Hold	4,360	–	–	0.07%	136
2025 Q2	$361K	Buy	4,360 +8	+0.2%	+$582	0.07%	139
2025 Q1	$295K	Hold	4,352	–	–	0.06%	149
2024 Q4	$338K	Sell	4,352 -8	-0.2%	-$614	0.07%	135
2024 Q3	$312K	Buy	4,360 +16	+0.4%	+$1.14K	0.06%	146
2024 Q2	$326K	Buy	4,344 +16	+0.4%	+$1.06K	0.07%	127
2024 Q1	$262K	Hold	4,328	–	–	0.06%	153
2023 Q4	$262K	Buy	4,328 +8	+0.2%	+$446	0.06%	153
2023 Q3	$224K	Buy	+4,320	New	+$235K	0.07%	166

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

Commonwealth Financial Services's VGT Position: Q2 2026 in Review

Commonwealth Financial Services increased its Vanguard Information Technology ETF (VGT) stake by 0.14% in Q2 2026, buying an estimated $657 and bringing the position to 4,430 shares worth $529K. The position accounts for 0.07% of the portfolio, ranked #140.

Commonwealth Financial Services first reported a position in VGT in Q3 2023 and has held it in 12 quarters since. 434 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Commonwealth Financial Services held 4,430 shares of Vanguard Information Technology ETF worth $529K as of Q2 2026.
Commonwealth Financial Services bought 6 Vanguard Information Technology ETF shares in Q2 2026, an estimated $657.
Vanguard Information Technology ETF made up 0.07% of Commonwealth Financial Services's portfolio in Q2 2026, its #140 holding.
Commonwealth Financial Services first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 12 quarters since.
434 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.