SIM
VGT icon

Sims Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Sims Investment 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
Q3 		$628K Sell
5,000
-600
-11% -$71.3K 0.2% 26
2026
Q2 		$669K Hold
5,600
– – 0.21% 26
2026
Q1 		$488K Sell
5,600
-48
-0.8% -$4.42K 0.18% 28
2025
Q4 		$532K Sell
5,648
-200
-3% -$19K 0.19% 30
2025
Q3 		$546K Sell
5,848
-112
-2% -$9.79K 0.2% 29
2025
Q2 		$494K Buy
5,960
+80
+1% +$5.82K 0.2% 29
2025
Q1 		$399K Buy
5,880
+248
+4% +$18.7K 0.18% 31
2024
Q4 		$438K Buy
+5,632
New +$433K 0.25% 26

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

Sims Investment Management's VGT Position: Q3 2026 in Review

Sims Investment Management reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q3 2026, selling an estimated $71.3K and leaving 5,000 shares worth $628K. The position accounts for 0.2% of the portfolio, ranked #26.

Sims Investment Management first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. The position peaked at $669K in Q2 2026. 303 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Sims Investment Management held 5,000 shares of Vanguard Information Technology ETF worth $628K as of Q3 2026.
  • Sims Investment Management sold 600 Vanguard Information Technology ETF shares in Q3 2026, an estimated $71.3K.
  • Vanguard Information Technology ETF made up 0.2% of Sims Investment Management's portfolio in Q3 2026, its #26 holding.
  • Sims Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
  • Sims Investment Management's Vanguard Information Technology ETF position peaked at $669K in Q2 2026.
  • 303 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.