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

Evermay 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 Q3	$144K	Buy	1,148 +388	+51%	+$46.1K	0.01%	240
2026 Q2	$90.8K	Hold	760	–	–	0.01%	280
2026 Q1	$66.3K	Sell	760 -40	-5%	-$3.68K	0.01%	291
2025 Q4	$75.4K	Hold	800	–	–	0.01%	288
2025 Q3	$74.7K	Hold	800	–	–	0.01%	294
2025 Q2	$66.3K	Hold	800	–	–	0.01%	299
2025 Q1	$54.2K	Buy	800 +600	+300%	+$45.2K	0.01%	315
2024 Q4	$15.5K	Hold	200	–	–	﹤0.01%	397
2024 Q3	$14.7K	Buy	+200	New	+$14.2K	﹤0.01%	422

Other funds holding VGT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Evermay Wealth Management's VGT Position: Q3 2026 in Review

Evermay Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 51% in Q3 2026, buying an estimated $46.1K and bringing the position to 1,148 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #240.

Evermay Wealth Management first reported a position in VGT in Q3 2024 and has held it in 9 quarters since. 1,532 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Evermay Wealth Management held 1,148 shares of Vanguard Information Technology ETF worth $144K as of Q3 2026.
Evermay Wealth Management bought 388 Vanguard Information Technology ETF shares in Q3 2026, an estimated $46.1K.
Vanguard Information Technology ETF made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #240 holding.
Evermay Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 9 quarters since.
1,532 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.