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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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. 2,202 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.
2,202 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.