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

HHM 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 		$268K Sell
2,245
-827
-27% -$90.6K 0.03% 181
2026
Q1 		$268K Hold
3,072
– – 0.03% 166
2025
Q4 		$289K Sell
3,072
-856
-22% -$81.3K 0.03% 157
2025
Q3 		$367K Hold
3,928
– – 0.04% 142
2025
Q2 		$326K Hold
3,928
– – 0.04% 151
2025
Q1 		$266K Hold
3,928
– – 0.04% 155
2024
Q4 		$305K Buy
3,928
+960
+32% +$73.7K 0.04% 147
2024
Q3 		$218K Sell
2,968
-272
-8% -$19.3K 0.03% 158
2024
Q2 		$234K Buy
3,240
+272
+9% +$18.1K 0.04% 152
2024
Q1 		$195K Hold
2,968
– – 0.03% 152
2023
Q4 		$180K Sell
2,968
-152
-5% -$8.47K 0.03% 149
2023
Q3 		$162K Sell
3,120
-368
-11% -$20K 0.03% 146
2023
Q2 		$193K Buy
3,488
+544
+18% +$27.3K 0.04% 140
2023
Q1 		$142K Buy
2,944
+560
+23% +$24.8K 0.03% 162
2022
Q4 		$95.2K Buy
2,384
+2,320
+3,625% +$94.7K 0.02% 175
2022
Q3 		$2K Hold
64
– – ﹤0.01% 609
2022
Q2 		$3K Hold
64
– – ﹤0.01% 725
2022
Q1 		$3K Hold
64
– – ﹤0.01% 661
2021
Q4 		$4K Hold
64
– – ﹤0.01% 599
2021
Q3 		$3K Hold
64
– – ﹤0.01% 584
2021
Q2 		$3K Hold
64
– – ﹤0.01% 567
2021
Q1 		$3K Sell
64
-128
-67% -$5.76K ﹤0.01% 529
2020
Q4 		$9K Sell
192
-2,472
-93% -$102K ﹤0.01% 426
2020
Q3 		$104K Buy
2,664
+24
+0.9% +$903 0.04% 143
2020
Q2 		$92K Buy
2,640
+8
+0.3% +$250 0.04% 155
2020
Q1 		$70K Buy
+2,632
New +$79.8K 0.03% 169

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

HHM Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 27% in Q2 2026, selling an estimated $90.6K and leaving 2,245 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #181.

HHM Wealth Advisors first reported a position in VGT in Q1 2020 and has held it in 26 quarters since. The position peaked at $367K in Q3 2025. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • HHM Wealth Advisors held 2,245 shares of Vanguard Information Technology ETF worth $268K as of Q2 2026.
  • HHM Wealth Advisors sold 827 Vanguard Information Technology ETF shares in Q2 2026, an estimated $90.6K.
  • Vanguard Information Technology ETF made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Vanguard Information Technology ETF position peaked at $367K in Q3 2025.
  • 2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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