NWMG
VGT icon

National Wealth Management Group’s Vanguard Information Technology ETF VGT Stock Holding History

National Wealth Management Group’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 		$3.82M Sell
31,991
-1,137
-3% -$124K 1.18% 21
2026
Q1 		$2.89M Sell
33,128
-144
-0.4% -$13.3K 1.08% 26
2025
Q4 		$3.14M Sell
33,272
-1,048
-3% -$99.6K 1.09% 24
2025
Q3 		$3.2M Buy
34,320
+1,672
+5% +$146K 1.21% 20
2025
Q2 		$2.71M Sell
32,648
-16
-0% -$1.16K 1.52% 17
2025
Q1 		$2.21M Buy
32,664
+136
+0.4% +$10.2K 1.46% 17
2024
Q4 		$2.53M Buy
32,528
+912
+3% +$70K 1.68% 17
2024
Q3 		$2.32M Sell
31,616
-584
-2% -$41.5K 1.57% 17
2024
Q2 		$2.32M Sell
32,200
-344
-1% -$22.9K 1.77% 14
2024
Q1 		$2.13M Buy
32,544
+328
+1% +$20.8K 1.66% 19
2023
Q4 		$1.95M Buy
32,216
+224
+0.7% +$12.5K 1.89% 14
2023
Q3 		$1.66M Buy
31,992
+32
+0.1% +$1.74K 1.8% 16
2023
Q2 		$1.7M Hold
31,960
– – 1.77% 16
2023
Q1 		$1.54M Buy
31,960
+232
+0.7% +$10.3K 1.76% 13
2022
Q4 		$1.27M Buy
31,728
+104
+0.3% +$4.24K 1.52% 15
2022
Q3 		$1.21M Buy
31,624
+320
+1% +$14.1K 1.58% 17
2022
Q2 		$1.28M Sell
31,304
-2,336
-7% -$105K 1.61% 15
2022
Q1 		$1.75M Buy
33,640
+1,272
+4% +$65.3K 1.69% 15
2021
Q4 		$1.85M Buy
+32,368
New +$1.78M 1.74% 13

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

National Wealth Management Group's VGT Position: Q2 2026 in Review

National Wealth Management Group reduced its Vanguard Information Technology ETF (VGT) stake by 3.4% in Q2 2026, selling an estimated $124K and leaving 31,991 shares worth $3.82M. The position accounts for 1.18% of the portfolio, ranked #21.

National Wealth Management Group first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 692 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • National Wealth Management Group held 31,991 shares of Vanguard Information Technology ETF worth $3.82M as of Q2 2026.
  • National Wealth Management Group sold 1,137 Vanguard Information Technology ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Information Technology ETF made up 1.18% of National Wealth Management Group's portfolio in Q2 2026, its #21 holding.
  • National Wealth Management Group first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 692 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.