Oak Harvest Investment Services’s Vanguard Information Technology ETF VGT Stock Holding History

Oak Harvest Investment Services’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	$8.79M	Sell	73,505 -3,023	-4%	-$331K	0.82%	43
2026 Q1	$6.67M	Buy	76,528 +4,168	+6%	+$384K	0.7%	51
2025 Q4	$6.82M	Buy	72,360 +4,288	+6%	+$407K	0.74%	45
2025 Q3	$6.35M	Buy	68,072 +3,944	+6%	+$345K	0.74%	46
2025 Q2	$5.32M	Buy	64,128 +4,736	+8%	+$344K	0.67%	49
2025 Q1	$4.03M	Buy	59,392 +4,264	+8%	+$321K	0.56%	62
2024 Q4	$4.29M	Buy	55,128 +11,688	+27%	+$898K	0.6%	60
2024 Q3	$3.19M	Buy	43,440 +6,912	+19%	+$491K	0.46%	64
2024 Q2	$2.63M	Buy	36,528 +7,312	+25%	+$486K	0.41%	64
2024 Q1	$1.91M	Buy	29,216 +3,320	+13%	+$210K	0.31%	67
2023 Q4	$1.57M	Buy	25,896 +7,096	+38%	+$395K	0.31%	60
2023 Q3	$975K	Buy	18,800 +8,808	+88%	+$479K	0.21%	67
2023 Q2	$552K	Buy	+9,992	New	+$502K	0.12%	80
2022 Q3	–	Sell	-51,192	Closed	-$2.09M	–	102
2022 Q2	$2.09M	Buy	+51,192	New	+$2.31M	0.56%	51

Other funds holding VGT

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 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

Oak Harvest Investment Services's VGT Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Vanguard Information Technology ETF (VGT) stake by 4% in Q2 2026, selling an estimated $331K and leaving 73,505 shares worth $8.79M. The position accounts for 0.82% of the portfolio, ranked #43.

Oak Harvest Investment Services first reported a position in VGT in Q2 2022 and has held it in 14 quarters since. 800 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Oak Harvest Investment Services held 73,505 shares of Vanguard Information Technology ETF worth $8.79M as of Q2 2026.
Oak Harvest Investment Services sold 3,023 Vanguard Information Technology ETF shares in Q2 2026, an estimated $331K.
Vanguard Information Technology ETF made up 0.82% of Oak Harvest Investment Services's portfolio in Q2 2026, its #43 holding.
Oak Harvest Investment Services first reported a position in Vanguard Information Technology ETF in Q2 2022 and has held it in 14 quarters since.
800 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.