Foundation Wealth Management (Pennsylvania)’s Vanguard Information Technology ETF VGT Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$477K	Sell	3,994 -462	-10%	-$50.6K	0.14%	63
2026 Q1	$389K	Hold	4,456	–	–	0.14%	64
2025 Q4	$420K	Hold	4,456	–	–	0.15%	61
2025 Q3	$416K	Hold	4,456	–	–	0.16%	65
2025 Q2	$369K	Sell	4,456 -232	-5%	-$16.9K	0.16%	66
2025 Q1	$318K	Sell	4,688 -376	-7%	-$28.3K	0.15%	66
2024 Q4	$394K	Buy	+5,064	New	+$389K	0.19%	60

Other funds holding VGT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s VGT Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Vanguard Information Technology ETF (VGT) stake by 10% in Q2 2026, selling an estimated $50.6K and leaving 3,994 shares worth $477K. The position accounts for 0.14% of the portfolio, ranked #63.

Foundation Wealth Management (Pennsylvania) first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 1,259 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 3,994 shares of Vanguard Information Technology ETF worth $477K as of Q2 2026.
Foundation Wealth Management (Pennsylvania) sold 462 Vanguard Information Technology ETF shares in Q2 2026, an estimated $50.6K.
Vanguard Information Technology ETF made up 0.14% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #63 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
1,259 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.