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

Financial Guidance 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	$895K	Sell	7,488 -1,760	-19%	-$193K	0.33%	48
2026 Q1	$807K	Hold	9,248	–	–	0.32%	49
2025 Q4	$871K	Sell	9,248 -680	-7%	-$64.6K	0.36%	47
2025 Q3	$927K	Hold	9,928	–	–	0.42%	45
2025 Q2	$823K	Hold	9,928	–	–	0.4%	46
2025 Q1	$673K	Hold	9,928	–	–	0.36%	42
2024 Q4	$772K	Hold	9,928	–	–	0.42%	43
2024 Q3	$728K	Hold	9,928	–	–	0.42%	41
2024 Q2	$716K	Sell	9,928 -1,552	-14%	-$103K	0.44%	41
2024 Q1	$752K	Buy	11,480 +856	+8%	+$54.3K	0.49%	31
2023 Q4	$643K	Hold	10,624	–	–	0.45%	31
2023 Q3	$551K	Hold	10,624	–	–	0.41%	30
2023 Q2	$587K	Hold	10,624	–	–	0.43%	30
2023 Q1	$512K	Hold	10,624	–	–	0.39%	30
2022 Q4	$424K	Hold	10,624	–	–	0.35%	34
2022 Q3	$408K	Hold	10,624	–	–	0.33%	33
2022 Q2	$434K	Hold	10,624	–	–	0.34%	33
2022 Q1	$553K	Buy	+10,624	New	+$545K	0.38%	30

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 $44.6B AUM 28.94% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

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

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

Financial Guidance Group reduced its Vanguard Information Technology ETF (VGT) stake by 19% in Q2 2026, selling an estimated $193K and leaving 7,488 shares worth $895K. The position accounts for 0.33% of the portfolio, ranked #48.

Financial Guidance Group first reported a position in VGT in Q1 2022 and has held it in 18 quarters since. The position peaked at $927K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Financial Guidance Group held 7,488 shares of Vanguard Information Technology ETF worth $895K as of Q2 2026.
Financial Guidance Group sold 1,760 Vanguard Information Technology ETF shares in Q2 2026, an estimated $193K.
Vanguard Information Technology ETF made up 0.33% of Financial Guidance Group's portfolio in Q2 2026, its #48 holding.
Financial Guidance Group first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 18 quarters since.
Financial Guidance Group's Vanguard Information Technology ETF position peaked at $927K in Q3 2025.
1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.