Investment Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Investment Advisory 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	$574K	Hold	4,800	–	–	0.17%	76
2026 Q1	$419K	Hold	4,800	–	–	0.13%	84
2025 Q4	$452K	Hold	4,800	–	–	0.14%	78
2025 Q3	$448K	Hold	4,800	–	–	0.14%	81
2025 Q2	$398K	Hold	4,800	–	–	0.13%	85
2025 Q1	$325K	Hold	4,800	–	–	0.12%	90
2024 Q4	$373K	Hold	4,800	–	–	0.13%	85
2024 Q3	$352K	Hold	4,800	–	–	0.12%	89
2024 Q2	$346K	Hold	4,800	–	–	0.13%	92
2024 Q1	$315K	Hold	4,800	–	–	0.12%	96
2023 Q4	$290K	Hold	4,800	–	–	0.11%	96
2023 Q3	$249K	Hold	4,800	–	–	0.11%	97
2023 Q2	$265K	Hold	4,800	–	–	0.11%	95
2023 Q1	$231K	Buy	+4,800	New	+$212K	0.11%	91
2022 Q3	–	Sell	-5,000	Closed	-$204K	–	99
2022 Q2	$204K	Hold	5,000	–	–	0.12%	95
2022 Q1	$260K	Hold	5,000	–	–	0.15%	90
2021 Q4	$286K	Buy	5,000 +200	+4%	+$11K	0.16%	83
2021 Q3	$241K	Hold	4,800	–	–	0.15%	89
2021 Q2	$239K	Buy	+4,800	New	+$226K	0.15%	87
2020 Q4	$212K	Buy	+4,800	New	+$197K	0.15%	86

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

Investment Advisory Services's VGT Position: Q2 2026 in Review

Investment Advisory Services held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 4,800 shares worth $574K. The position accounts for 0.17% of the portfolio, ranked #76.

Investment Advisory Services first reported a position in VGT in Q4 2020 and has held it in 20 quarters since. 785 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Investment Advisory Services held 4,800 shares of Vanguard Information Technology ETF worth $574K as of Q2 2026.
Investment Advisory Services left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.17% of Investment Advisory Services's portfolio in Q2 2026, its #76 holding.
Investment Advisory Services first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 20 quarters since.
785 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.