MWA
VGT icon

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

Mills 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 		$301K Sell
2,517
-235
-9% -$25.7K 0.09% 67
2026
Q1 		$240K Buy
2,752
+56
+2% +$5.16K 0.08% 72
2025
Q4 		$254K Sell
2,696
-8
-0.3% -$760 0.1% 60
2025
Q3 		$253K Buy
2,704
+8
+0.3% +$699 0.1% 63
2025
Q2 		$224K Buy
+2,696
New +$196K 0.1% 62

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

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

Mills Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 8.5% in Q2 2026, selling an estimated $25.7K and leaving 2,517 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #67.

Mills Wealth Advisors first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. 772 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Mills Wealth Advisors held 2,517 shares of Vanguard Information Technology ETF worth $301K as of Q2 2026.
  • Mills Wealth Advisors sold 235 Vanguard Information Technology ETF shares in Q2 2026, an estimated $25.7K.
  • Vanguard Information Technology ETF made up 0.09% of Mills Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Mills Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.