Physicians Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Physicians Financial 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	$1.08M	Sell	9,077 -3	-0%	-$328	0.27%	61
2026 Q1	$792K	Hold	9,080	–	–	0.22%	68
2025 Q4	$855K	Hold	9,080	–	–	0.23%	66
2025 Q3	$847K	Hold	9,080	–	–	0.23%	68
2025 Q2	$753K	Hold	9,080	–	–	0.22%	66
2025 Q1	$615K	Buy	9,080 +8	+0.1%	+$603	0.2%	72
2024 Q4	$706K	Sell	9,072 -8	-0.1%	-$614	0.21%	72
2024 Q3	$666K	Hold	9,080	–	–	0.21%	74
2024 Q2	$654K	Hold	9,080	–	–	0.21%	72
2024 Q1	$595K	Hold	9,080	–	–	0.21%	75
2023 Q4	$549K	Hold	9,080	–	–	0.21%	77
2023 Q3	$471K	Hold	9,080	–	–	0.19%	82
2023 Q2	$502K	Hold	9,080	–	–	0.2%	81
2023 Q1	$437K	Hold	9,080	–	–	0.18%	86
2022 Q4	$362K	Hold	9,080	–	–	0.16%	88
2022 Q3	$349K	Hold	9,080	–	–	0.17%	87
2022 Q2	$371K	Hold	9,080	–	–	0.17%	87
2022 Q1	$473K	Hold	9,080	–	–	0.18%	85
2021 Q4	$520K	Hold	9,080	–	–	0.19%	83
2021 Q3	$455K	Hold	9,080	–	–	0.18%	86
2021 Q2	$452K	Hold	9,080	–	–	0.19%	82
2021 Q1	$407K	Hold	9,080	–	–	0.17%	85
2020 Q4	$401K	Buy	9,080 +8	+0.1%	+$329	0.19%	79
2020 Q3	$353K	Sell	9,072 -8	-0.1%	-$301	0.18%	84
2020 Q2	$316K	Buy	9,080 +24	+0.3%	+$749	0.17%	85
2020 Q1	$240K	Buy	9,056 +40	+0.4%	+$1.21K	0.17%	93
2019 Q4	$276K	Buy	9,016 +56	+0.6%	+$1.6K	0.15%	104
2019 Q3	$241K	Buy	8,960 +8	+0.1%	+$215	0.14%	106
2019 Q2	$236K	Buy	8,952 +24	+0.3%	+$619	0.14%	109
2019 Q1	$224K	Buy	+8,928	New	+$207K	0.14%	110

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

Physicians Financial Services's VGT Position: Q2 2026 in Review

Physicians Financial Services reduced its Vanguard Information Technology ETF (VGT) stake by 0.03% in Q2 2026, selling an estimated $328 and leaving 9,077 shares worth $1.08M. The position accounts for 0.27% of the portfolio, ranked #61.

Physicians Financial Services first reported a position in VGT in Q1 2019 and has held it in 30 quarters since. 847 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Physicians Financial Services held 9,077 shares of Vanguard Information Technology ETF worth $1.08M as of Q2 2026.
Physicians Financial Services sold 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
Vanguard Information Technology ETF made up 0.27% of Physicians Financial Services's portfolio in Q2 2026, its #61 holding.
Physicians Financial Services first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 30 quarters since.
847 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.