Optivise Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Optivise Advisory 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	$732K	Buy	6,123 +1,251	+26%	+$137K	0.37%	77
2026 Q1	$425K	Buy	4,872 +704	+17%	+$64.8K	0.26%	97
2025 Q4	$393K	Buy	4,168 +552	+15%	+$52.4K	0.23%	112
2025 Q3	$337K	Buy	3,616 +80	+2%	+$6.99K	0.2%	110
2025 Q2	$293K	Buy	3,536 +144	+4%	+$10.5K	0.15%	139
2025 Q1	$230K	Sell	3,392 -160	-5%	-$12.1K	0.13%	166
2024 Q4	$276K	Buy	3,552 +88	+3%	+$6.76K	0.15%	136
2024 Q3	$254K	Buy	3,464 +96	+3%	+$6.82K	0.13%	141
2024 Q2	$243K	Buy	+3,368	New	+$224K	0.13%	148

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Optivise Advisory Services's VGT Position: Q2 2026 in Review

Optivise Advisory Services increased its Vanguard Information Technology ETF (VGT) stake by 26% in Q2 2026, buying an estimated $137K and bringing the position to 6,123 shares worth $732K. The position accounts for 0.37% of the portfolio, ranked #77.

Optivise Advisory Services first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 826 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Optivise Advisory Services held 6,123 shares of Vanguard Information Technology ETF worth $732K as of Q2 2026.
Optivise Advisory Services bought 1,251 Vanguard Information Technology ETF shares in Q2 2026, an estimated $137K.
Vanguard Information Technology ETF made up 0.37% of Optivise Advisory Services's portfolio in Q2 2026, its #77 holding.
Optivise Advisory Services first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
826 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.