FSM Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

FSM Wealth 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	$1.27M	Hold	10,664	–	–	0.14%	90
2026 Q1	$930K	Sell	10,664 -592	-5%	-$54.5K	0.12%	101
2025 Q4	$1.06M	Buy	11,256 +288	+3%	+$27.4K	0.15%	88
2025 Q3	$1.02M	Sell	10,968 -248	-2%	-$21.7K	0.14%	93
2025 Q2	$937K	Buy	11,216 +176	+2%	+$12.8K	0.15%	96
2025 Q1	$748K	Hold	11,040	–	–	0.17%	81
2024 Q4	$853K	Hold	11,040	–	–	0.21%	67
2024 Q3	$809K	Sell	11,040 -352	-3%	-$25K	0.21%	69
2024 Q2	$821K	Sell	11,392 -320	-3%	-$21.3K	0.28%	60
2024 Q1	$768K	Buy	+11,712	New	+$742K	0.27%	63

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

FSM Wealth Advisors's VGT Position: Q2 2026 in Review

FSM Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 10,664 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #90.

FSM Wealth Advisors first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

FSM Wealth Advisors held 10,664 shares of Vanguard Information Technology ETF worth $1.27M as of Q2 2026.
FSM Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.14% of FSM Wealth Advisors's portfolio in Q2 2026, its #90 holding.
FSM Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
416 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.