Samalin Investment Counsel’s Vanguard Information Technology ETF VGT Stock Holding History

Samalin Investment Counsel’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	$222K	Buy	+1,854	New	+$203K	0.07%	299
2026 Q1	–	Sell	-2,224	Closed	-$209K	–	333
2025 Q4	$209K	Buy	+2,224	New	+$211K	0.07%	285
2020 Q1	–	Sell	-2,576	Closed	-$78K	–	501
2019 Q4	$78K	Buy	+2,576	New	+$73.7K	0.07%	247

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

Samalin Investment Counsel's VGT Position: Q2 2026 in Review

Samalin Investment Counsel opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 1,854 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #299 among its holdings. This is a return to the name: Samalin Investment Counsel previously reported a position in VGT as recently as Q4 2025.

Samalin Investment Counsel first reported a position in VGT in Q4 2019 and has held it in 3 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Samalin Investment Counsel held 1,854 shares of Vanguard Information Technology ETF worth $222K as of Q2 2026.
Vanguard Information Technology ETF was a new Samalin Investment Counsel position in Q2 2026.
Vanguard Information Technology ETF made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #299 holding.
Samalin Investment Counsel first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 3 quarters since.
1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.