Everhart Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Everhart Financial 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	$1.06M	Buy	8,898 +2	+0%	+$219	0.07%	155
2026 Q1	$776K	Hold	8,896	–	–	0.07%	216
2025 Q4	$838K	Buy	8,896 +520	+6%	+$49.4K	0.08%	183
2025 Q3	$782K	Buy	8,376 +48	+0.6%	+$4.19K	0.08%	186
2025 Q2	$690K	Hold	8,328	–	–	0.08%	187
2025 Q1	$565K	Sell	8,328 -5,016	-38%	-$378K	0.08%	181
2024 Q4	$1.04M	Buy	13,344 +8,584	+180%	+$659K	0.21%	95
2024 Q3	$349K	Buy	4,760 +808	+20%	+$57.4K	0.08%	240
2024 Q2	$285K	Buy	+3,952	New	+$263K	0.07%	230

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

Everhart Financial Group's VGT Position: Q2 2026 in Review

Everhart Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 0.02% in Q2 2026, buying an estimated $219 and bringing the position to 8,898 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #155.

Everhart Financial Group first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 470 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Everhart Financial Group held 8,898 shares of Vanguard Information Technology ETF worth $1.06M as of Q2 2026.
Everhart Financial Group bought 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #155 holding.
Everhart Financial Group first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
470 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.