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

Summit Financial Wealth 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 		$207K Buy
+1,728
New +$189K 0.03% 214

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Summit Financial Wealth Advisors's VGT Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 1,728 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #214 among its holdings.

427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Summit Financial Wealth Advisors held 1,728 shares of Vanguard Information Technology ETF worth $207K as of Q2 2026.
  • Vanguard Information Technology ETF was a new Summit Financial Wealth Advisors position in Q2 2026.
  • Vanguard Information Technology ETF made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • 427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.