GIM
VGT icon

Goelzer Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Goelzer Investment 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 		$1.2M Sell
10,045
-2,467
-20% -$270K 0.05% 167
2026
Q1 		$1.09M Sell
12,512
-32
-0.3% -$2.95K 0.05% 168
2025
Q4 		$1.18M Sell
12,544
-264
-2% -$25.1K 0.05% 148
2025
Q3 		$1.2M Hold
12,808
– – 0.06% 144
2025
Q2 		$1.06M Sell
12,808
-488
-4% -$35.5K 0.06% 148
2025
Q1 		$901K Buy
13,296
+24
+0.2% +$1.81K 0.05% 149
2024
Q4 		$1.03M Buy
13,272
+264
+2% +$20.3K 0.06% 144
2024
Q3 		$954K Buy
13,008
+440
+4% +$31.3K 0.05% 143
2024
Q2 		$906K Buy
12,568
+392
+3% +$26.1K 0.05% 142
2024
Q1 		$798K Buy
12,176
+3,176
+35% +$201K 0.05% 153
2023
Q4 		$545K Sell
9,000
-40
-0.4% -$2.23K 0.04% 178
2023
Q3 		$469K Sell
9,040
-824
-8% -$44.8K 0.03% 176
2023
Q2 		$545K Sell
9,864
-56
-0.6% -$2.81K 0.05% 166
2023
Q1 		$478K Sell
9,920
-608
-6% -$26.9K 0.04% 186
2022
Q4 		$420K Sell
10,528
-1,400
-12% -$57.1K 0.04% 199
2022
Q3 		$458K Buy
11,928
+64
+0.5% +$2.81K 0.05% 181
2022
Q2 		$484K Buy
11,864
+248
+2% +$11.2K 0.05% 178
2022
Q1 		$605K Sell
11,616
-112
-1% -$5.75K 0.05% 166
2021
Q4 		$672K Sell
11,728
-160
-1% -$8.79K 0.05% 166
2021
Q3 		$596K Buy
11,888
+416
+4% +$21.6K 0.05% 168
2021
Q2 		$572K Sell
11,472
-168
-1% -$7.92K 0.05% 173
2021
Q1 		$522K Sell
11,640
-360
-3% -$16.2K 0.05% 172
2020
Q4 		$531K Sell
12,000
-232
-2% -$9.54K 0.05% 167
2020
Q3 		$476K Sell
12,232
-176
-1% -$6.63K 0.04% 199
2020
Q2 		$432K Sell
12,408
-1,352
-10% -$42.2K 0.04% 193
2020
Q1 		$364K Buy
13,760
+1,064
+8% +$32.3K 0.04% 202
2019
Q4 		$389K Buy
12,696
+3,104
+32% +$88.8K 0.03% 209
2019
Q3 		$258K Hold
9,592
– – 0.02% 235
2019
Q2 		$253K Hold
9,592
– – 0.02% 239
2019
Q1 		$241K Buy
+9,592
New +$223K 0.02% 252
2018
Q4 		– Sell
-9,784
Closed -$248K – 207
2018
Q3 		$248K Buy
9,784
+248
+3% +$6.03K 0.03% 193
2018
Q2 		$216K Sell
9,536
-912
-9% -$20.5K 0.03% 198
2018
Q1 		$223K Sell
10,448
-2,488
-19% -$54.3K 0.03% 201
2017
Q4 		$266K Buy
12,936
+1,320
+11% +$26.8K 0.03% 191
2017
Q3 		$221K Buy
+11,616
New +$215K 0.03% 195
2017
Q2 		– Sell
-13,048
Closed -$221K – 204
2017
Q1 		$221K Sell
13,048
-480
-4% -$7.84K 0.03% 191
2016
Q4 		$205K Sell
13,528
-2,888
-18% -$43.5K 0.03% 197
2016
Q3 		$247K Sell
16,416
-1,240
-7% -$18K 0.03% 190
2016
Q2 		$236K Sell
17,656
-1,632
-8% -$21.9K 0.03% 190
2016
Q1 		$264K Buy
19,288
+368
+2% +$4.69K 0.04% 185
2015
Q4 		$256K Hold
18,920
– – 0.04% 189
2015
Q3 		$236K Sell
18,920
-696
-4% -$9.14K 0.04% 189
2015
Q2 		$260K Sell
19,616
-1,120
-5% -$15.3K 0.04% 188
2015
Q1 		$276K Sell
20,736
-8,920
-30% -$118K 0.04% 174
2014
Q4 		$387K Sell
29,656
-13,424
-31% -$171K 0.06% 166
2014
Q3 		$539K Sell
43,080
-680
-2% -$8.45K 0.09% 154
2014
Q2 		$529K Buy
43,760
+1,512
+4% +$17.4K 0.09% 155
2014
Q1 		$483K Buy
42,248
+1,392
+3% +$15.7K 0.09% 154
2013
Q4 		$457K Sell
40,856
-664
-2% -$7.04K 0.08% 154
2013
Q3 		$419K Sell
41,520
-41,296
-50% -$406K 0.09% 153
2013
Q2 		$766K Buy
+82,816
New +$767K 0.08% 154

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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Goelzer Investment Management's VGT Position: Q2 2026 in Review

Goelzer Investment Management reduced its Vanguard Information Technology ETF (VGT) stake by 20% in Q2 2026, selling an estimated $270K and leaving 10,045 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #167.

Goelzer Investment Management first reported a position in VGT in Q2 2013 and has held it in 51 quarters since. 772 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Goelzer Investment Management held 10,045 shares of Vanguard Information Technology ETF worth $1.2M as of Q2 2026.
  • Goelzer Investment Management sold 2,467 Vanguard Information Technology ETF shares in Q2 2026, an estimated $270K.
  • Vanguard Information Technology ETF made up 0.05% of Goelzer Investment Management's portfolio in Q2 2026, its #167 holding.
  • Goelzer Investment Management first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 51 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.