Sax Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Sax Wealth Advisors’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	$1.27M	Sell	1,819 -12,805	-88%	-$1.4M	0.05%	196
2026 Q1	$1.38M	Sell	14,624 -288	-2%	-$26.5K	0.07%	154
2025 Q4	$1.4M	Sell	14,912 -272	-2%	-$25.8K	0.07%	154
2025 Q3	$1.42M	Sell	15,184 -496	-3%	-$43.3K	0.08%	142
2025 Q2	$1.3M	Buy	+15,680	New	+$1.14M	0.08%	146
2024 Q3	–	Sell	-3,608	Closed	-$260K	–	314
2024 Q2	$260K	Hold	3,608	–	–	0.02%	227
2024 Q1	$236K	Buy	3,608 +88	+3%	+$5.58K	0.03%	168
2023 Q4	$213K	Buy	+3,520	New	+$196K	0.03%	179

Other funds holding VGT

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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Sax Wealth Advisors's VGT Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 88% in Q2 2026, selling an estimated $1.4M and leaving 1,819 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #196.

Sax Wealth Advisors first reported a position in VGT in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.42M in Q3 2025. 558 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Sax Wealth Advisors held 1,819 shares of Vanguard Information Technology ETF worth $1.27M as of Q2 2026.
Sax Wealth Advisors sold 12,805 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.4M.
Vanguard Information Technology ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #196 holding.
Sax Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 8 quarters since.
Sax Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.42M in Q3 2025.
558 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.