David J. Yvars Group’s Vanguard Information Technology ETF VGT Stock Holding History

David J. Yvars Group’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	$223K	Buy	+1,868	New	+$205K	0.11%	93
2023 Q4	–	Sell	-5,344	Closed	-$276K	–	85
2023 Q3	$276K	Hold	5,344	–	–	0.23%	52
2023 Q2	$292K	Hold	5,344	–	–	0.24%	55
2023 Q1	$254K	Hold	5,344	–	–	0.23%	61
2022 Q4	$213K	Hold	5,344	–	–	0.27%	56
2022 Q3	$208K	Hold	5,344	–	–	0.23%	56
2022 Q2	$218K	Sell	5,344 -560	-9%	-$25.2K	0.3%	52
2022 Q1	$311K	Hold	5,904	–	–	0.22%	60
2021 Q4	$339K	Sell	5,904 -1,600	-21%	-$87.8K	0.21%	57
2021 Q3	$377K	Sell	7,504 -1,104	-13%	-$57.2K	0.22%	56
2021 Q2	$430K	Hold	8,608	–	–	0.24%	54
2021 Q1	$381K	Hold	8,608	–	–	0.24%	53
2020 Q4	$380K	Buy	+8,608	New	+$354K	0.26%	48

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

David J. Yvars Group's VGT Position: Q2 2026 in Review

David J. Yvars Group opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 1,868 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #93 among its holdings. This is a return to the name: David J. Yvars Group previously reported a position in VGT as recently as Q3 2023.

David J. Yvars Group first reported a position in VGT in Q4 2020 and has held it in 13 quarters since. The position peaked at $430K in Q2 2021. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

David J. Yvars Group held 1,868 shares of Vanguard Information Technology ETF worth $223K as of Q2 2026.
Vanguard Information Technology ETF was a new David J. Yvars Group position in Q2 2026.
Vanguard Information Technology ETF made up 0.11% of David J. Yvars Group's portfolio in Q2 2026, its #93 holding.
David J. Yvars Group first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 13 quarters since.
David J. Yvars Group's Vanguard Information Technology ETF position peaked at $430K in Q2 2021.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.