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

IVC 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	$887K	Sell	7,423 -105	-1%	-$11.5K	0.35%	56
2026 Q1	$657K	Sell	7,528 -32	-0.4%	-$2.95K	0.29%	68
2025 Q4	$712K	Sell	7,560 -128	-2%	-$12.2K	0.31%	65
2025 Q3	$718K	Sell	7,688 -8	-0.1%	-$699	0.32%	60
2025 Q2	$638K	Buy	7,696 +800	+12%	+$58.2K	0.31%	62
2025 Q1	$468K	Hold	6,896	–	–	0.25%	80
2024 Q4	$536K	Sell	6,896 -1,000	-13%	-$76.8K	0.3%	67
2024 Q3	$579K	Sell	7,896 -40	-0.5%	-$2.84K	0.32%	69
2024 Q2	$572K	Sell	7,936 -8	-0.1%	-$532	0.32%	74
2024 Q1	$521K	Sell	7,944 -800	-9%	-$50.7K	0.3%	78
2023 Q4	$529K	Hold	8,744	–	–	0.33%	72
2023 Q3	$453K	Hold	8,744	–	–	0.3%	84
2023 Q2	$483K	Sell	8,744 -120	-1%	-$6.03K	0.31%	80
2023 Q1	$427K	Hold	8,864	–	–	0.3%	81
2022 Q4	$354K	Hold	8,864	–	–	0.26%	93
2022 Q3	$341K	Buy	8,864 +144	+2%	+$6.33K	0.27%	93
2022 Q2	$356K	Buy	8,720 +160	+2%	+$7.21K	0.28%	90
2022 Q1	$446K	Buy	8,560 +200	+2%	+$10.3K	0.29%	85
2021 Q4	$479K	Buy	8,360 +40	+0.5%	+$2.2K	0.31%	85
2021 Q3	$417K	Buy	8,320 +760	+10%	+$39.4K	0.29%	88
2021 Q2	$377K	Buy	7,560 +2,760	+58%	+$130K	0.27%	98
2021 Q1	$215K	Sell	4,800 -1,616	-25%	-$72.7K	0.17%	117
2020 Q4	$284K	Buy	+6,416	New	+$264K	0.27%	93

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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

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

IVC Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 1.4% in Q2 2026, selling an estimated $11.5K and leaving 7,423 shares worth $887K. The position accounts for 0.35% of the portfolio, ranked #56.

IVC Wealth Advisors first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

IVC Wealth Advisors held 7,423 shares of Vanguard Information Technology ETF worth $887K as of Q2 2026.
IVC Wealth Advisors sold 105 Vanguard Information Technology ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Information Technology ETF made up 0.35% of IVC Wealth Advisors's portfolio in Q2 2026, its #56 holding.
IVC Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.