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

Connecticut 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	$6.82M	Sell	57,026 -5,046	-8%	-$553K	0.25%	48
2026 Q1	$5.41M	Buy	62,072 +6,072	+11%	+$559K	0.23%	51
2025 Q4	$5.28M	Buy	56,000 +18,976	+51%	+$1.8M	0.23%	53
2025 Q3	$3.46M	Buy	37,024 +32,296	+683%	+$2.82M	0.15%	69
2025 Q2	$392K	Buy	4,728 +1,224	+35%	+$89K	0.02%	231
2025 Q1	$238K	Buy	+3,504	New	+$264K	0.01%	275
2024 Q4	–	Sell	-3,008	Closed	-$221K	–	315
2024 Q3	$221K	Hold	3,008	–	–	0.01%	300
2024 Q2	$217K	Buy	+3,008	New	+$200K	0.01%	306

Other funds holding VGT

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 8.1% in Q2 2026, selling an estimated $553K and leaving 57,026 shares worth $6.82M. The position accounts for 0.25% of the portfolio, ranked #48.

Connecticut Wealth Management first reported a position in VGT in Q2 2024 and has held it in 8 quarters since. 1,340 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Connecticut Wealth Management held 57,026 shares of Vanguard Information Technology ETF worth $6.82M as of Q2 2026.
Connecticut Wealth Management sold 5,046 Vanguard Information Technology ETF shares in Q2 2026, an estimated $553K.
Vanguard Information Technology ETF made up 0.25% of Connecticut Wealth Management's portfolio in Q2 2026, its #48 holding.
Connecticut Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 8 quarters since.
1,340 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.