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Dynamic Advisor Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Dynamic Advisor Solutions’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 		$3.17M Buy
26,507
+7,155
+37% +$783K 0.09% 236
2026
Q1 		$1.69M Buy
19,352
+1,024
+6% +$94.3K 0.05% 350
2025
Q4 		$1.73M Sell
18,328
-2,352
-11% -$223K 0.06% 328
2025
Q3 		$1.93M Buy
20,680
+2,736
+15% +$239K 0.06% 329
2025
Q2 		$1.49M Sell
17,944
-520
-3% -$37.8K 0.05% 355
2025
Q1 		$1.25M Buy
+18,464
New +$1.39M 0.04% 374
2024
Q4 		– Sell
-22,832
Closed -$1.67M – 883
2024
Q3 		$1.67M Sell
22,832
-3,632
-14% -$258K 0.05% 327
2024
Q2 		$1.91M Sell
26,464
-1,520
-5% -$101K 0.06% 303
2024
Q1 		$1.83M Buy
27,984
+3,456
+14% +$219K 0.06% 311
2023
Q4 		$1.42M Buy
24,528
+1,960
+9% +$109K 0.05% 342
2023
Q3 		$1.17M Buy
22,568
+1,168
+5% +$63.5K 0.06% 317
2023
Q2 		$1.18M Buy
21,400
+272
+1% +$13.7K 0.06% 300
2023
Q1 		$1.02M Buy
21,128
+3,848
+22% +$170K 0.06% 314
2022
Q4 		$690K Buy
17,280
+512
+3% +$20.9K 0.05% 358
2022
Q3 		$644K Sell
16,768
-3,904
-19% -$172K 0.05% 338
2022
Q2 		$844K Sell
20,672
-2,376
-10% -$107K 0.06% 280
2022
Q1 		$1.2M Buy
23,048
+1,256
+6% +$64.5K 0.08% 236
2021
Q4 		$1.25M Sell
21,792
-1,032
-5% -$56.7K 0.09% 236
2021
Q3 		$1.15M Buy
22,824
+304
+1% +$15.8K 0.09% 261
2021
Q2 		$1.12M Buy
22,520
+704
+3% +$33.2K 0.09% 257
2021
Q1 		$978K Sell
21,816
-5,104
-19% -$230K 0.09% 250
2020
Q4 		$1.19M Sell
26,920
-4,056
-13% -$167K 0.11% 202
2020
Q3 		$1.21M Buy
30,976
+8,136
+36% +$306K 0.14% 180
2020
Q2 		$796K Buy
22,840
+7,856
+52% +$245K 0.11% 216
2020
Q1 		$397K Sell
14,984
-3,480
-19% -$105K 0.07% 283
2019
Q4 		$565K Buy
18,464
+568
+3% +$16.3K 0.08% 281
2019
Q3 		$482K Buy
17,896
+3,368
+23% +$90.7K 0.07% 282
2019
Q2 		$383K Buy
14,528
+1,120
+8% +$28.9K 0.06% 310
2019
Q1 		$336K Buy
13,408
+176
+1% +$4.09K 0.06% 282
2018
Q4 		$296K Sell
13,232
-2,904
-18% -$65.8K 0.06% 289
2018
Q3 		$408K Buy
16,136
+1,704
+12% +$41.4K 0.08% 252
2018
Q2 		$327K Buy
+14,432
New +$324K 0.07% 278

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
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

Dynamic Advisor Solutions's VGT Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Information Technology ETF (VGT) stake by 37% in Q2 2026, buying an estimated $783K and bringing the position to 26,507 shares worth $3.17M. The position accounts for 0.09% of the portfolio, ranked #236.

Dynamic Advisor Solutions first reported a position in VGT in Q2 2018 and has held it in 32 quarters since. 479 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Dynamic Advisor Solutions held 26,507 shares of Vanguard Information Technology ETF worth $3.17M as of Q2 2026.
  • Dynamic Advisor Solutions bought 7,155 Vanguard Information Technology ETF shares in Q2 2026, an estimated $783K.
  • Vanguard Information Technology ETF made up 0.09% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #236 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 32 quarters since.
  • 479 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.