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

Summit Financial’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 		$12.3M Buy
102,695
+34,863
+51% +$3.82M 0.13% 137
2026
Q1 		$5.92M Buy
67,832
+1,120
+2% +$103K 0.08% 271
2025
Q4 		$6.29M Buy
66,712
+472
+0.7% +$44.8K 0.09% 222
2025
Q3 		$6.18M Sell
66,240
-1,112
-2% -$97.2K 0.09% 208
2025
Q2 		$5.58M Sell
67,352
-7,960
-11% -$579K 0.13% 146
2025
Q1 		$5.11M Buy
75,312
+51,368
+215% +$3.87M 0.14% 134
2024
Q4 		$1.86M Buy
23,944
+2,248
+10% +$173K 0.07% 224
2024
Q3 		$1.59M Buy
21,696
+16,696
+334% +$1.19M 0.06% 196
2024
Q2 		$361K Buy
5,000
+1,160
+30% +$77.1K 0.02% 384
2024
Q1 		$252K Hold
3,840
– – 0.01% 343
2023
Q4 		$232K Buy
+3,840
New +$214K 0.02% 330
2020
Q2 		– Sell
-11,944
Closed -$316K – 43
2020
Q1 		$316K Buy
+11,944
New +$362K 0.07% 30

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Summit Financial's VGT Position: Q2 2026 in Review

Summit Financial increased its Vanguard Information Technology ETF (VGT) stake by 51% in Q2 2026, buying an estimated $3.82M and bringing the position to 102,695 shares worth $12.3M. The position accounts for 0.13% of the portfolio, ranked #137.

Summit Financial first reported a position in VGT in Q1 2020 and has held it in 12 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Summit Financial held 102,695 shares of Vanguard Information Technology ETF worth $12.3M as of Q2 2026.
  • Summit Financial bought 34,863 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.82M.
  • Vanguard Information Technology ETF made up 0.13% of Summit Financial's portfolio in Q2 2026, its #137 holding.
  • Summit Financial first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 12 quarters since.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.