Cyndeo Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Cyndeo Wealth Partners’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	$349K	Buy	2,917 +29	+1%	+$3.17K	0.02%	411
2026 Q1	$252K	Hold	2,888	–	–	0.01%	440
2025 Q4	$272K	Buy	2,888 +8	+0.3%	+$760	0.01%	415
2025 Q3	$269K	Hold	2,880	–	–	0.01%	410
2025 Q2	$239K	Buy	+2,880	New	+$209K	0.01%	431
2025 Q1	–	Sell	-2,880	Closed	-$224K	–	478
2024 Q4	$224K	Sell	2,880 -80	-3%	-$6.14K	0.02%	415
2024 Q3	$217K	Buy	+2,960	New	+$210K	0.02%	424

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

Cyndeo Wealth Partners's VGT Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 1% in Q2 2026, buying an estimated $3.17K and bringing the position to 2,917 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #411.

Cyndeo Wealth Partners first reported a position in VGT in Q3 2024 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Cyndeo Wealth Partners held 2,917 shares of Vanguard Information Technology ETF worth $349K as of Q2 2026.
Cyndeo Wealth Partners bought 29 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.17K.
Vanguard Information Technology ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #411 holding.
Cyndeo Wealth Partners first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
547 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.