SEP
VGT icon

Southland Equity Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Southland Equity Partners’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
10,552
+16
+0.2% +$1.75K 0.22% 84
2026
Q1 		$919K Buy
10,536
+256
+2% +$23.6K 0.18% 98
2025
Q4 		$969K Buy
10,280
+432
+4% +$41K 0.19% 95
2025
Q3 		$919K Hold
9,848
– – 0.19% 94
2025
Q2 		$816K Hold
9,848
– – 0.18% 96
2025
Q1 		$668K Sell
9,848
-240
-2% -$18.1K 0.16% 99
2024
Q4 		$784K Buy
10,088
+7,184
+247% +$552K 0.18% 93
2024
Q3 		$213K Sell
2,904
-424
-13% -$30.1K 0.05% 213
2024
Q2 		$240K Hold
3,328
– – 0.07% 185
2024
Q1 		$218K Buy
3,328
+16
+0.5% +$1.01K 0.06% 197
2023
Q4 		$200K Buy
+3,312
New +$185K 0.06% 191
2023
Q3 		– Sell
-3,904
Closed -$216K – 190
2023
Q2 		$216K Buy
+3,904
New +$196K 0.07% 173
2021
Q2 		– Sell
-11,376
Closed -$510K – 167
2021
Q1 		$510K Sell
11,376
-144
-1% -$6.48K 0.29% 70
2020
Q4 		$509K Buy
+11,520
New +$474K 0.34% 64

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Southland Equity Partners's VGT Position: Q2 2026 in Review

Southland Equity Partners increased its Vanguard Information Technology ETF (VGT) stake by 0.15% in Q2 2026, buying an estimated $1.75K and bringing the position to 10,552 shares worth $1.26M. The position accounts for 0.22% of the portfolio, ranked #84.

Southland Equity Partners first reported a position in VGT in Q4 2020 and has held it in 14 quarters since. 635 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Southland Equity Partners held 10,552 shares of Vanguard Information Technology ETF worth $1.26M as of Q2 2026.
  • Southland Equity Partners bought 16 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.75K.
  • Vanguard Information Technology ETF made up 0.22% of Southland Equity Partners's portfolio in Q2 2026, its #84 holding.
  • Southland Equity Partners first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 14 quarters since.
  • 635 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.