Fermata Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Fermata Advisors’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	$642K	Buy	5,370 +2	+0%	+$219	0.13%	132
2026 Q1	$468K	Buy	5,368 +8	+0.1%	+$737	0.11%	145
2025 Q4	$505K	Hold	5,360	–	–	0.12%	130
2025 Q3	$500K	Buy	5,360 +8	+0.1%	+$699	0.13%	127
2025 Q2	$444K	Sell	5,352 -960	-15%	-$69.8K	0.12%	139
2025 Q1	$428K	Sell	6,312 -72	-1%	-$5.42K	0.08%	174
2024 Q4	$496K	Sell	6,384 -504	-7%	-$38.7K	0.09%	140
2024 Q3	$505K	Buy	+6,888	New	+$489K	0.1%	120

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

Fermata Advisors's VGT Position: Q2 2026 in Review

Fermata Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.04% in Q2 2026, buying an estimated $219 and bringing the position to 5,370 shares worth $642K. The position accounts for 0.13% of the portfolio, ranked #132.

Fermata Advisors first reported a position in VGT in Q3 2024 and has held it in 8 quarters since. 392 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Fermata Advisors held 5,370 shares of Vanguard Information Technology ETF worth $642K as of Q2 2026.
Fermata Advisors bought 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.13% of Fermata Advisors's portfolio in Q2 2026, its #132 holding.
Fermata Advisors first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
392 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.