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SC&H Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

SC&H Financial 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
Q3 		$497K Sell
3,952
-642
-14% -$76.3K 0.07% 90
2026
Q2 		$549K Buy
4,594
+42
+0.9% +$4.6K 0.07% 90
2026
Q1 		$397K Buy
4,552
+8
+0.2% +$737 0.06% 101
2025
Q4 		$428K Buy
+4,544
New +$432K 0.07% 96

Other funds holding VGT

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

SC&H Financial Advisors's VGT Position: Q3 2026 in Review

SC&H Financial Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 14% in Q3 2026, selling an estimated $76.3K and leaving 3,952 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #90.

SC&H Financial Advisors first reported a position in VGT in Q4 2025 and has held it in 4 quarters since. The position peaked at $549K in Q2 2026. 302 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • SC&H Financial Advisors held 3,952 shares of Vanguard Information Technology ETF worth $497K as of Q3 2026.
  • SC&H Financial Advisors sold 642 Vanguard Information Technology ETF shares in Q3 2026, an estimated $76.3K.
  • Vanguard Information Technology ETF made up 0.07% of SC&H Financial Advisors's portfolio in Q3 2026, its #90 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • SC&H Financial Advisors's Vanguard Information Technology ETF position peaked at $549K in Q2 2026.
  • 302 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.