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

Spire 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 		$68.8M Sell
575,609
-22,599
-4% -$2.47M 2.08% 5
2026
Q1 		$52.2M Sell
598,208
-72,088
-11% -$6.64M 1.78% 6
2025
Q4 		$63.2M Sell
670,296
-18,728
-3% -$1.78M 2.12% 6
2025
Q3 		$64.3M Sell
689,024
-36,824
-5% -$3.22M 2.19% 7
2025
Q2 		$60M Sell
725,848
-219,744
-23% -$16M 2.16% 8
2025
Q1 		$64.1M Sell
945,592
-67,056
-7% -$5.05M 2.05% 7
2024
Q4 		$78.7M Buy
1,012,648
+30,072
+3% +$2.31M 2.44% 6
2024
Q3 		$72M Sell
982,576
-127,824
-12% -$9.08M 2.43% 6
2024
Q2 		$79.9M Sell
1,110,400
-32,224
-3% -$2.14M 2.82% 5
2024
Q1 		$182M Sell
1,142,624
-6,192
-0.5% -$392K 3.31% 3
2023
Q4 		$71.8M Buy
1,148,816
+121,320
+12% +$6.76M 2.37% 6
2023
Q3 		$53.3M Buy
1,027,496
+122,896
+14% +$6.68M 2.03% 6
2023
Q2 		$50M Buy
904,600
+151,928
+20% +$7.63M 1.85% 6
2023
Q1 		$36.3M Buy
752,672
+105,072
+16% +$4.64M 1.41% 10
2022
Q4 		$25.9M Sell
647,600
-3,768
-0.6% -$154K 1.45% 12
2022
Q3 		$25M Sell
651,368
-89,384
-12% -$3.93M 1.52% 11
2022
Q2 		$30.2M Sell
740,752
-232,648
-24% -$10.5M 1.25% 10
2022
Q1 		$50.7M Sell
973,400
-137,600
-12% -$7.06M 1.36% 7
2021
Q4 		$63.9M Buy
1,111,000
+36,016
+3% +$1.98M 1.42% 8
2021
Q3 		$53.9M Buy
1,074,984
+155,848
+17% +$8.08M 1.43% 6
2021
Q2 		$45.9M Buy
919,136
+7,864
+0.9% +$371K 1.24% 6
2021
Q1 		$40M Buy
+911,272
New +$41M 1.06% 10

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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

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

Spire Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 3.8% in Q2 2026, selling an estimated $2.47M and leaving 575,609 shares worth $68.8M. The position accounts for 2.08% of the portfolio, ranked #5.

Spire Wealth Management first reported a position in VGT in Q1 2021 and has held it in 22 quarters since. The position peaked at $182M in Q1 2024. 772 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Spire Wealth Management held 575,609 shares of Vanguard Information Technology ETF worth $68.8M as of Q2 2026.
  • Spire Wealth Management sold 22,599 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.47M.
  • Vanguard Information Technology ETF made up 2.08% of Spire Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Spire Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Information Technology ETF position peaked at $182M in Q1 2024.
  • 772 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.