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

Empirical 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	$4.49M	Buy	37,551 +2,399	+7%	+$263K	0.07%	174
2026 Q1	$3.07M	Buy	35,152 +608	+2%	+$56K	0.05%	201
2025 Q4	$3.25M	Buy	34,544 +448	+1%	+$42.6K	0.06%	191
2025 Q3	$3.18M	Buy	34,096 +2,912	+9%	+$254K	0.06%	187
2025 Q2	$2.59M	Sell	31,184 -23,104	-43%	-$1.68M	0.06%	201
2025 Q1	$3.68M	Buy	54,288 +32,512	+149%	+$2.45M	0.09%	153
2024 Q4	$1.69M	Buy	21,776 +1,952	+10%	+$150K	0.05%	215
2024 Q3	$1.45M	Buy	19,824 +816	+4%	+$58K	0.04%	224
2024 Q2	$1.37M	Buy	19,008 +568	+3%	+$37.8K	0.04%	224
2024 Q1	$1.21M	Sell	18,440 -2,408	-12%	-$153K	0.04%	243
2023 Q4	$1.26M	Buy	20,848 +3,720	+22%	+$207K	0.04%	217
2023 Q3	$888K	Buy	17,128 +12,352	+259%	+$672K	0.03%	237
2023 Q2	$264K	Sell	4,776 -4,064	-46%	-$204K	0.01%	391
2023 Q1	$426K	Sell	8,840 -288	-3%	-$12.7K	0.02%	345
2022 Q4	$364K	Buy	9,128 +3,200	+54%	+$131K	0.02%	355
2022 Q3	$228K	Buy	5,928 +648	+12%	+$28.5K	0.01%	425
2022 Q2	$216K	Buy	5,280 +80	+2%	+$3.6K	0.01%	430
2022 Q1	$271K	Buy	5,200 +1,496	+40%	+$76.8K	0.01%	422
2021 Q4	$212K	Buy	+3,704	New	+$203K	0.01%	488
2019 Q3	–	Sell	-9,000	Closed	-$237K	–	302
2019 Q2	$237K	Hold	9,000	–	–	0.03%	233
2019 Q1	$226K	Sell	9,000 -1,280	-12%	-$29.7K	0.03%	221
2018 Q4	$214K	Buy	10,280 +1,280	+14%	+$29K	0.04%	185
2018 Q3	$228K	Buy	+9,000	New	+$219K	0.04%	192

Other funds holding VGT

HIIFS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Empirical Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 6.8% in Q2 2026, buying an estimated $263K and bringing the position to 37,551 shares worth $4.49M. The position accounts for 0.07% of the portfolio, ranked #174.

Empirical Wealth Management first reported a position in VGT in Q3 2018 and has held it in 23 quarters since. 1,016 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Empirical Wealth Management held 37,551 shares of Vanguard Information Technology ETF worth $4.49M as of Q2 2026.
Empirical Wealth Management bought 2,399 Vanguard Information Technology ETF shares in Q2 2026, an estimated $263K.
Vanguard Information Technology ETF made up 0.07% of Empirical Wealth Management's portfolio in Q2 2026, its #174 holding.
Empirical Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2018 and has held it in 23 quarters since.
1,016 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.