Joule Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Joule Financial’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	$6.35M	Sell	53,143 -1,001	-2%	-$110K	1.72%	9
2026 Q1	$4.72M	Sell	54,144 -928	-2%	-$85.4K	1.38%	11
2025 Q4	$5.19M	Sell	55,072 -2,352	-4%	-$223K	1.55%	11
2025 Q3	$5.36M	Sell	57,424 -3,552	-6%	-$310K	1.61%	11
2025 Q2	$5.06M	Buy	60,976 +72	+0.1%	+$5.24K	1.64%	10
2025 Q1	$4.13M	Buy	60,904 +30,816	+102%	+$2.32M	1.45%	11
2024 Q4	$2.34M	Buy	30,088 +1,336	+5%	+$103K	0.83%	20
2024 Q3	$2.11M	Sell	28,752 -23,560	-45%	-$1.67M	0.77%	19
2024 Q2	$3.78M	Sell	52,312 -35,792	-41%	-$2.38M	1.53%	12
2024 Q1	$5.77M	Sell	88,104 -17,528	-17%	-$1.11M	2.38%	9
2023 Q4	$6.39M	Buy	105,632 +80	+0.1%	+$4.46K	2.97%	8
2023 Q3	$5.49M	Sell	105,552 -496	-0.5%	-$27K	2.8%	10
2023 Q2	$5.87M	Buy	106,048 +2,512	+2%	+$126K	3.02%	9
2023 Q1	$4.99M	Sell	103,536 -54,448	-34%	-$2.41M	2.68%	11
2022 Q4	$6.31M	Sell	157,984 -7,880	-5%	-$322K	4.18%	8
2022 Q3	$6.37M	Buy	165,864 +968	+0.6%	+$42.6K	4.78%	7
2022 Q2	$6.73M	Buy	+164,896	New	+$7.43M	5.25%	5

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

Joule Financial's VGT Position: Q2 2026 in Review

Joule Financial reduced its Vanguard Information Technology ETF (VGT) stake by 1.8% in Q2 2026, selling an estimated $110K and leaving 53,143 shares worth $6.35M. The position accounts for 1.72% of the portfolio, ranked #9.

Joule Financial first reported a position in VGT in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.73M in Q2 2022. 760 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Joule Financial held 53,143 shares of Vanguard Information Technology ETF worth $6.35M as of Q2 2026.
Joule Financial sold 1,001 Vanguard Information Technology ETF shares in Q2 2026, an estimated $110K.
Vanguard Information Technology ETF made up 1.72% of Joule Financial's portfolio in Q2 2026, its #9 holding.
Joule Financial first reported a position in Vanguard Information Technology ETF in Q2 2022 and has held it in 17 quarters since.
Joule Financial's Vanguard Information Technology ETF position peaked at $6.73M in Q2 2022.
760 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.