Summit Financial Strategies’s Vanguard Information Technology ETF VGT Stock Holding History

Summit Financial Strategies’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	$490K	Buy	4,097 +1	+0%	+$109	0.03%	101
2026 Q1	$357K	Hold	4,096	–	–	0.03%	119
2025 Q4	$386K	Sell	4,096 -112	-3%	-$10.6K	0.03%	108
2025 Q3	$393K	Hold	4,208	–	–	0.03%	107
2025 Q2	$349K	Hold	4,208	–	–	0.03%	113
2025 Q1	$285K	Sell	4,208 -16	-0.4%	-$1.21K	0.03%	116
2024 Q4	$328K	Hold	4,224	–	–	0.04%	110
2024 Q3	$310K	Buy	4,224 +128	+3%	+$9.1K	0.03%	117
2024 Q2	$295K	Hold	4,096	–	–	0.04%	112
2024 Q1	$268K	Hold	4,096	–	–	0.04%	117
2023 Q4	$248K	Hold	4,096	–	–	0.04%	120
2023 Q3	$212K	Hold	4,096	–	–	0.04%	116
2023 Q2	$226K	Buy	+4,096	New	+$206K	0.04%	111
2022 Q2	–	Sell	-4,152	Closed	-$216K	–	131
2022 Q1	$216K	Buy	4,152 +416	+11%	+$21.3K	0.04%	111
2021 Q4	$214K	Buy	+3,736	New	+$205K	0.04%	116

Other funds holding VGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Summit Financial Strategies's VGT Position: Q2 2026 in Review

Summit Financial Strategies increased its Vanguard Information Technology ETF (VGT) stake by 0.02% in Q2 2026, buying an estimated $109 and bringing the position to 4,097 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #101.

Summit Financial Strategies first reported a position in VGT in Q4 2021 and has held it in 15 quarters since. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Summit Financial Strategies held 4,097 shares of Vanguard Information Technology ETF worth $490K as of Q2 2026.
Summit Financial Strategies bought 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
Vanguard Information Technology ETF made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #101 holding.
Summit Financial Strategies first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 15 quarters since.
1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.