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

Rockwood Wealth 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 		$2.23M Buy
18,627
+3
+0% +$328 0.14% 30
2026
Q1 		$1.62M Sell
18,624
-6,488
-26% -$597K 0.12% 37
2025
Q4 		$2.37M Buy
25,112
+8,752
+53% +$832K 0.18% 25
2025
Q3 		$1.53M Sell
16,360
-2,160
-12% -$189K 0.12% 35
2025
Q2 		$1.54M Sell
18,520
-1,968
-10% -$143K 0.14% 29
2025
Q1 		$1.39M Buy
20,488
+648
+3% +$48.8K 0.14% 32
2024
Q4 		$1.56M Buy
19,840
+560
+3% +$43K 0.17% 28
2024
Q3 		$1.41M Buy
19,280
+4,288
+29% +$305K 0.16% 32
2024
Q2 		$1.08M Sell
14,992
-352
-2% -$23.4K 0.13% 35
2024
Q1 		$1.01M Hold
15,344
– – 0.13% 32
2023
Q4 		$928K Sell
15,344
-656
-4% -$36.5K 0.14% 34
2023
Q3 		$830K Buy
16,000
+792
+5% +$43.1K 0.14% 30
2023
Q2 		$841K Hold
15,208
– – 0.14% 34
2023
Q1 		$733K Buy
15,208
+416
+3% +$18.4K 0.14% 34
2022
Q4 		$591K Hold
14,792
– – 0.14% 39
2022
Q3 		$568K Sell
14,792
-248
-2% -$10.9K 0.18% 34
2022
Q2 		$614K Buy
15,040
+6,008
+67% +$271K 0.29% 30
2022
Q1 		$470K Sell
9,032
-1,600
-15% -$82.1K 0.23% 41
2021
Q4 		$609K Buy
+10,632
New +$584K 0.27% 41

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

Rockwood Wealth Management's VGT Position: Q2 2026 in Review

Rockwood Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.02% in Q2 2026, buying an estimated $328 and bringing the position to 18,627 shares worth $2.23M. The position accounts for 0.14% of the portfolio, ranked #30.

Rockwood Wealth Management first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.37M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Rockwood Wealth Management held 18,627 shares of Vanguard Information Technology ETF worth $2.23M as of Q2 2026.
  • Rockwood Wealth Management bought 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
  • Vanguard Information Technology ETF made up 0.14% of Rockwood Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Rockwood Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • Rockwood Wealth Management's Vanguard Information Technology ETF position peaked at $2.37M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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