Neumann Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Neumann Capital Management’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	–	Sell	-2,800	Closed	-$244K	–	103
2026 Q1	$244K	Hold	2,800	–	–	0.07%	97
2025 Q4	$264K	Hold	2,800	–	–	0.08%	95
2025 Q3	$261K	Hold	2,800	–	–	0.08%	96
2025 Q2	$232K	Buy	+2,800	New	+$204K	0.07%	97
2025 Q1	–	Sell	-2,800	Closed	-$218K	–	102
2024 Q4	$218K	Hold	2,800	–	–	0.07%	97
2024 Q3	$205K	Hold	2,800	–	–	0.07%	100
2024 Q2	$202K	Buy	+2,800	New	+$186K	0.07%	98

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Neumann Capital Management's VGT Position: Q2 2026 in Review

Neumann Capital Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 2,800 shares — an estimated $244K sold.

Neumann Capital Management first reported a position in VGT in Q2 2024 and held it in 7 quarters. The position peaked at $264K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Neumann Capital Management reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 2,800 Vanguard Information Technology ETF shares in Q2 2026, an estimated $244K.
Neumann Capital Management first reported a position in Vanguard Information Technology ETF in Q2 2024 and held it in 7 quarters.
Neumann Capital Management's Vanguard Information Technology ETF position peaked at $264K in Q4 2025.
1,089 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.