Glassman Wealth Services’s Vanguard Information Technology ETF VGT Stock Holding History

Glassman Wealth Services’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	$707K	Buy	5,912 +744	+14%	+$81.5K	0.08%	37
2026 Q1	$450K	Buy	5,168 +424	+9%	+$39K	0.06%	51
2025 Q4	$447K	Hold	4,744	–	–	0.06%	55
2025 Q3	$443K	Hold	4,744	–	–	0.06%	50
2025 Q2	$393K	Hold	4,744	–	–	0.06%	51
2025 Q1	$322K	Hold	4,744	–	–	0.05%	51
2024 Q4	$369K	Hold	4,744	–	–	0.06%	42
2024 Q3	$348K	Sell	4,744 -376	-7%	-$26.7K	0.06%	47
2024 Q2	$369K	Buy	5,120 +232	+5%	+$15.4K	0.07%	43
2024 Q1	$320K	Buy	4,888 +656	+16%	+$41.6K	0.06%	51
2023 Q4	$256K	Hold	4,232	–	–	0.04%	153
2023 Q3	$219K	Hold	4,232	–	–	0.04%	156
2023 Q2	$234K	Hold	4,232	–	–	0.04%	147
2023 Q1	$204K	Hold	4,232	–	–	0.04%	166
2022 Q4	$169K	Hold	4,232	–	–	0.03%	201
2022 Q3	$163K	Hold	4,232	–	–	0.03%	180
2022 Q2	$173K	Hold	4,232	–	–	0.04%	178
2022 Q1	$220K	Hold	4,232	–	–	0.04%	158
2021 Q4	$242K	Hold	4,232	–	–	0.04%	134
2021 Q3	$212K	Hold	4,232	–	–	0.04%	139
2021 Q2	$211K	Sell	4,232 -83,960	-95%	-$3.96M	0.04%	133
2021 Q1	$3.95M	Hold	88,192	–	–	0.84%	17
2020 Q4	$3.9M	Buy	88,192 +168	+0.2%	+$6.91K	0.9%	15
2020 Q3	$3.43M	Sell	88,024 -440	-0.5%	-$16.6K	0.94%	14
2020 Q2	$3.08M	Sell	88,464 -528	-0.6%	-$16.5K	0.96%	13
2020 Q1	$2.36M	Buy	88,992 +352	+0.4%	+$10.7K	0.91%	14
2019 Q4	$2.71M	Buy	88,640 +544	+0.6%	+$15.6K	1.03%	18
2019 Q3	$2.37M	Hold	88,096	–	–	0.96%	18
2019 Q2	$2.32M	Buy	88,096 +120	+0.1%	+$3.1K	0.94%	18
2019 Q1	$2.21M	Buy	87,976 +376	+0.4%	+$8.73K	0.96%	18
2018 Q4	$1.83M	Sell	87,600 -2,088	-2%	-$47.3K	0.98%	19
2018 Q3	$2.27M	Hold	89,688	–	–	1.04%	17
2018 Q2	$2.03M	Buy	+89,688	New	+$2.01M	1.01%	16
2016 Q4	–	Sell	-3,800	Closed	-$57K	–	717
2016 Q3	$57K	Buy	+3,800	New	+$55.1K	0.05%	135

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

Glassman Wealth Services's VGT Position: Q2 2026 in Review

Glassman Wealth Services increased its Vanguard Information Technology ETF (VGT) stake by 14% in Q2 2026, buying an estimated $81.5K and bringing the position to 5,912 shares worth $707K. The position accounts for 0.08% of the portfolio, ranked #37.

Glassman Wealth Services first reported a position in VGT in Q3 2016 and has held it in 34 quarters since. The position peaked at $3.95M in Q1 2021. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Glassman Wealth Services held 5,912 shares of Vanguard Information Technology ETF worth $707K as of Q2 2026.
Glassman Wealth Services bought 744 Vanguard Information Technology ETF shares in Q2 2026, an estimated $81.5K.
Vanguard Information Technology ETF made up 0.08% of Glassman Wealth Services's portfolio in Q2 2026, its #37 holding.
Glassman Wealth Services first reported a position in Vanguard Information Technology ETF in Q3 2016 and has held it in 34 quarters since.
Glassman Wealth Services's Vanguard Information Technology ETF position peaked at $3.95M in Q1 2021.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.