SWM
VGT icon

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

Segment 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 		$1.02M Hold
8,512
– – 0.05% 174
2026
Q1 		$742K Sell
8,512
-2,840
-25% -$261K 0.04% 189
2025
Q4 		$1.07M Buy
+11,352
New +$1.08M 0.06% 159

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
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

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

Segment Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 8,512 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #174.

Segment Wealth Management first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 559 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Segment Wealth Management held 8,512 shares of Vanguard Information Technology ETF worth $1.02M as of Q2 2026.
  • Segment Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
  • Vanguard Information Technology ETF made up 0.05% of Segment Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Segment Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • Segment Wealth Management's Vanguard Information Technology ETF position peaked at $1.07M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.