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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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. 774 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.
774 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.