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

Teamwork Financial 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	$258K	Buy	+2,160	New	+$237K	0.02%	170
2026 Q1	–	Sell	-7,608	Closed	-$717K	–	237
2025 Q4	$717K	Buy	+7,608	New	+$723K	0.07%	118
2024 Q2	–	Sell	-3,128	Closed	-$205K	–	188
2024 Q1	$205K	Buy	+3,128	New	+$198K	0.03%	174
2023 Q4	–	Sell	-3,944	Closed	-$204K	–	223
2023 Q3	$204K	Sell	3,944 -23,696	-86%	-$1.29M	0.03%	194
2023 Q2	$1.53M	Buy	27,640 +104	+0.4%	+$5.22K	0.25%	68
2023 Q1	$1.33M	Buy	27,536 +3,872	+16%	+$171K	0.25%	70
2022 Q4	$945K	Buy	23,664 +6,792	+40%	+$277K	0.19%	80
2022 Q3	$648K	Buy	16,872 +4,632	+38%	+$204K	0.14%	97
2022 Q2	$500K	Buy	12,240 +1,352	+12%	+$60.9K	0.11%	135
2022 Q1	$567K	Sell	10,888 -24	-0.2%	-$1.23K	0.11%	161
2021 Q4	$625K	Sell	10,912 -2,584	-19%	-$142K	0.11%	169
2021 Q3	$677K	Buy	13,496 +3,840	+40%	+$199K	0.13%	123
2021 Q2	$481K	Buy	9,656 +160	+2%	+$7.55K	0.1%	155
2021 Q1	$426K	Sell	9,496 -6,056	-39%	-$272K	0.1%	155
2020 Q4	$688K	Buy	15,552 +3,072	+25%	+$126K	0.16%	104
2020 Q3	$486K	Buy	12,480 +936	+8%	+$35.2K	0.15%	121
2020 Q2	$402K	Buy	+11,544	New	+$360K	0.14%	124

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 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

Teamwork Financial Advisors's VGT Position: Q2 2026 in Review

Teamwork Financial Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,160 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings. This is a return to the name: Teamwork Financial Advisors previously reported a position in VGT as recently as Q4 2025.

Teamwork Financial Advisors first reported a position in VGT in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.53M in Q2 2023. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Teamwork Financial Advisors held 2,160 shares of Vanguard Information Technology ETF worth $258K as of Q2 2026.
Vanguard Information Technology ETF was a new Teamwork Financial Advisors position in Q2 2026.
Vanguard Information Technology ETF made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #170 holding.
Teamwork Financial Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 17 quarters since.
Teamwork Financial Advisors's Vanguard Information Technology ETF position peaked at $1.53M in Q2 2023.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.