JMBAI
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J. M. Brown & Associates Inc.’s Vanguard Information Technology ETF VGT Stock Holding History

J. M. Brown & Associates Inc.’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 		$2.08M Buy
+17,432
New +$1.91M 1.19% 16

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
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
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

J. M. Brown & Associates Inc.'s VGT Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 17,432 shares worth $2.08M. The stake represents 1.19% of the portfolio and ranks #16 among its holdings.

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

  • J. M. Brown & Associates Inc. held 17,432 shares of Vanguard Information Technology ETF worth $2.08M as of Q2 2026.
  • Vanguard Information Technology ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Vanguard Information Technology ETF made up 1.19% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #16 holding.
  • 749 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.