SCA
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Southern Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Southern Capital 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 		$1.26M Buy
10,583
+71
+0.7% +$7.77K 0.53% 26
2026
Q1 		$917K Hold
10,512
– – 0.43% 32
2025
Q4 		$990K Buy
10,512
+8
+0.1% +$760 0.46% 32
2025
Q3 		$980K Hold
10,504
– – 0.46% 31
2025
Q2 		$871K Buy
10,504
+8
+0.1% +$582 0.45% 32
2025
Q1 		$712K Sell
10,496
-2,488
-19% -$187K 0.39% 32
2024
Q4 		$1.01M Buy
12,984
+1,664
+15% +$128K 0.56% 30
2024
Q3 		$830K Buy
11,320
+8
+0.1% +$569 0.47% 32
2024
Q2 		$816K Hold
11,312
– – 0.5% 30
2024
Q1 		$742K Buy
11,312
+8
+0.1% +$507 0.45% 32
2023
Q4 		$684K Buy
11,304
+24
+0.2% +$1.34K 0.49% 30
2023
Q3 		$585K Sell
11,280
-888
-7% -$48.3K 0.49% 34
2023
Q2 		$673K Buy
12,168
+1,200
+11% +$60.3K 0.51% 32
2023
Q1 		$529K Buy
10,968
+8
+0.1% +$354 0.39% 39
2022
Q4 		$437K Sell
10,960
-136
-1% -$5.55K 0.34% 43
2022
Q3 		$426K Hold
11,096
– – 0.35% 38
2022
Q2 		$453K Sell
11,096
-800
-7% -$36K 0.36% 38
2022
Q1 		$619K Buy
11,896
+1,472
+14% +$75.5K 0.42% 35
2021
Q4 		$597K Buy
+10,424
New +$572K 0.37% 38

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
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
B
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

Southern Capital Advisors's VGT Position: Q2 2026 in Review

Southern Capital Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.68% in Q2 2026, buying an estimated $7.77K and bringing the position to 10,583 shares worth $1.26M. The position accounts for 0.53% of the portfolio, ranked #26.

Southern Capital Advisors first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 1,127 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Southern Capital Advisors held 10,583 shares of Vanguard Information Technology ETF worth $1.26M as of Q2 2026.
  • Southern Capital Advisors bought 71 Vanguard Information Technology ETF shares in Q2 2026, an estimated $7.77K.
  • Vanguard Information Technology ETF made up 0.53% of Southern Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Southern Capital Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.