IWN
VGT icon

Independent Wealth Network’s Vanguard Information Technology ETF VGT Stock Holding History

Independent Wealth Network’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 		$699K Buy
5,846
+462
+9% +$50.6K 0.18% 145
2026
Q1 		$469K Buy
5,384
+216
+4% +$19.9K 0.14% 175
2025
Q4 		$487K Buy
5,168
+248
+5% +$23.6K 0.15% 152
2025
Q3 		$459K Buy
4,920
+440
+10% +$38.4K 0.15% 157
2025
Q2 		$371K Buy
4,480
+456
+11% +$33.2K 0.14% 171
2025
Q1 		$273K Sell
4,024
-312
-7% -$23.5K 0.11% 188
2024
Q4 		$337K Buy
4,336
+168
+4% +$12.9K 0.14% 164
2024
Q3 		$306K Sell
4,168
-1,032
-20% -$73.3K 0.14% 168
2024
Q2 		$375K Sell
5,200
-304
-6% -$20.2K 0.17% 142
2024
Q1 		$361K Buy
5,504
+96
+2% +$6.08K 0.17% 146
2023
Q4 		$327K Sell
5,408
-488
-8% -$27.2K 0.17% 140
2023
Q3 		$306K Sell
5,896
-2,256
-28% -$123K 0.19% 131
2023
Q2 		$451K Sell
8,152
-112
-1% -$5.62K 0.27% 98
2023
Q1 		$398K Sell
8,264
-440
-5% -$19.5K 0.25% 98
2022
Q4 		$348K Sell
8,704
-464
-5% -$18.9K 0.24% 105
2022
Q3 		$352K Buy
9,168
+576
+7% +$25.3K 0.28% 99
2022
Q2 		$351K Sell
8,592
-1,176
-12% -$53K 0.25% 107
2022
Q1 		$509K Buy
9,768
+2,864
+41% +$147K 0.32% 84
2021
Q4 		$395K Buy
6,904
+144
+2% +$7.91K 0.24% 113
2021
Q3 		$372K Buy
+6,760
New +$350K 0.24% 115

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

Independent Wealth Network's VGT Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Information Technology ETF (VGT) stake by 8.6% in Q2 2026, buying an estimated $50.6K and bringing the position to 5,846 shares worth $699K. The position accounts for 0.18% of the portfolio, ranked #145.

Independent Wealth Network first reported a position in VGT in Q3 2021 and has held it in 20 quarters since. 695 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Independent Wealth Network held 5,846 shares of Vanguard Information Technology ETF worth $699K as of Q2 2026.
  • Independent Wealth Network bought 462 Vanguard Information Technology ETF shares in Q2 2026, an estimated $50.6K.
  • Vanguard Information Technology ETF made up 0.18% of Independent Wealth Network's portfolio in Q2 2026, its #145 holding.
  • Independent Wealth Network first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 20 quarters since.
  • 695 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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