Global Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Global Wealth Management’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	$3.53M	Buy	29,508 +4	+0%	+$438	1.8%	15
2026 Q1	$2.57M	Sell	29,504 -2,360	-7%	-$217K	1.4%	16
2025 Q4	$3M	Sell	31,864 -2,376	-7%	-$226K	1.62%	15
2025 Q3	$3.2M	Sell	34,240 -2,360	-6%	-$206K	1.68%	13
2025 Q2	$3.07M	Sell	36,600 -4,512	-11%	-$328K	1.68%	12
2025 Q1	$2.79M	Sell	41,112 -4,384	-10%	-$330K	1.61%	12
2024 Q4	$3.54M	Buy	45,496 +1,096	+2%	+$84.2K	2.26%	12
2024 Q3	$3.26M	Buy	+44,400	New	+$3.16M	2.2%	12

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Global Wealth Management's VGT Position: Q2 2026 in Review

Global Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.01% in Q2 2026, buying an estimated $438 and bringing the position to 29,508 shares worth $3.53M. The position accounts for 1.8% of the portfolio, ranked #15.

Global Wealth Management first reported a position in VGT in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.54M in Q4 2024. 662 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Global Wealth Management held 29,508 shares of Vanguard Information Technology ETF worth $3.53M as of Q2 2026.
Global Wealth Management bought 4 Vanguard Information Technology ETF shares in Q2 2026, an estimated $438.
Vanguard Information Technology ETF made up 1.8% of Global Wealth Management's portfolio in Q2 2026, its #15 holding.
Global Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's Vanguard Information Technology ETF position peaked at $3.54M in Q4 2024.
662 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.