Howard Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Howard Financial 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	$412K	Buy	3,446 +6	+0.2%	+$657	0.04%	159
2026 Q1	$300K	Sell	3,440 -312	-8%	-$28.7K	0.03%	171
2025 Q4	$353K	Buy	3,752 +424	+13%	+$40.3K	0.04%	144
2025 Q3	$311K	Hold	3,328	–	–	0.04%	144
2025 Q2	$276K	Sell	3,328 -1,280	-28%	-$93.1K	0.04%	146
2025 Q1	$312K	Buy	4,608 +8	+0.2%	+$603	0.04%	138
2024 Q4	$357K	Buy	4,600 +16	+0.3%	+$1.23K	0.05%	129
2024 Q3	$336K	Buy	4,584 +8	+0.2%	+$569	0.05%	118
2024 Q2	$330K	Hold	4,576	–	–	0.05%	115
2024 Q1	$300K	Buy	+4,576	New	+$290K	0.05%	125
2023 Q1	–	Sell	-5,184	Closed	-$207K	–	153
2022 Q4	$207K	Sell	5,184 -1,544	-23%	-$63K	0.05%	126
2022 Q3	$258K	Sell	6,728 -656	-9%	-$28.8K	0.08%	104
2022 Q2	$301K	Buy	7,384 +704	+11%	+$31.7K	0.1%	91
2022 Q1	$348K	Buy	6,680 +8	+0.1%	+$411	0.1%	86
2021 Q4	$382K	Sell	6,672 -304	-4%	-$16.7K	0.11%	76
2021 Q3	$350K	Sell	6,976 -616	-8%	-$31.9K	0.13%	78
2021 Q2	$378K	Sell	7,592 -440	-5%	-$20.8K	0.15%	76
2021 Q1	$360K	Sell	8,032 -3,520	-30%	-$158K	0.16%	76
2020 Q4	$511K	Sell	11,552 -360	-3%	-$14.8K	0.27%	43
2020 Q3	$464K	Sell	11,912 -8,488	-42%	-$320K	0.3%	43
2020 Q2	$711K	Sell	20,400 -11,600	-36%	-$362K	0.51%	31
2020 Q1	$848K	Sell	32,000 -800	-2%	-$24.2K	0.75%	24
2019 Q4	$1M	Hold	32,800	–	–	0.62%	32
2019 Q3	$884K	Hold	32,800	–	–	0.59%	35
2019 Q2	$865K	Hold	32,800	–	–	0.59%	36
2019 Q1	$823K	Hold	32,800	–	–	0.58%	37
2018 Q4	$684K	Buy	+32,800	New	+$743K	0.53%	40

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

Howard Financial Services's VGT Position: Q2 2026 in Review

Howard Financial Services increased its Vanguard Information Technology ETF (VGT) stake by 0.17% in Q2 2026, buying an estimated $657 and bringing the position to 3,446 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #159.

Howard Financial Services first reported a position in VGT in Q4 2018 and has held it in 27 quarters since. The position peaked at $1M in Q4 2019. 683 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Howard Financial Services held 3,446 shares of Vanguard Information Technology ETF worth $412K as of Q2 2026.
Howard Financial Services bought 6 Vanguard Information Technology ETF shares in Q2 2026, an estimated $657.
Vanguard Information Technology ETF made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #159 holding.
Howard Financial Services first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 27 quarters since.
Howard Financial Services's Vanguard Information Technology ETF position peaked at $1M in Q4 2019.
683 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.