TWG
VGT icon

The Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

The Wealth Group’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 		$31.8M Sell
266,045
-387
-0.1% -$42.4K 6.09% 5
2026
Q1 		$23.2M Buy
266,432
+2,312
+0.9% +$213K 5.29% 5
2025
Q4 		$24.9M Sell
264,120
-20,416
-7% -$1.94M 5.57% 5
2025
Q3 		$26.6M Sell
284,536
-19,720
-6% -$1.72M 6.15% 4
2025
Q2 		$25.2M Sell
304,256
-12,152
-4% -$884K 6.42% 3
2025
Q1 		$21.5M Buy
316,408
+9,416
+3% +$709K 6.29% 5
2024
Q4 		$23.9M Buy
306,992
+7,568
+3% +$581K 6.9% 5
2024
Q3 		$22M Buy
299,424
+3,968
+1% +$282K 6.39% 5
2024
Q2 		$21.3M Buy
295,456
+2,576
+0.9% +$171K 6.43% 5
2024
Q1 		$18.9M Buy
292,880
+15,624
+6% +$990K 5.82% 6
2023
Q4 		$17.5M Buy
+277,256
New +$15.4M 5.78% 6

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

The Wealth Group's VGT Position: Q2 2026 in Review

The Wealth Group reduced its Vanguard Information Technology ETF (VGT) stake by 0.15% in Q2 2026, selling an estimated $42.4K and leaving 266,045 shares worth $31.8M. The position accounts for 6.09% of the portfolio, ranked #5.

The Wealth Group first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • The Wealth Group held 266,045 shares of Vanguard Information Technology ETF worth $31.8M as of Q2 2026.
  • The Wealth Group sold 387 Vanguard Information Technology ETF shares in Q2 2026, an estimated $42.4K.
  • Vanguard Information Technology ETF made up 6.09% of The Wealth Group's portfolio in Q2 2026, its #5 holding.
  • The Wealth Group first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • 427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.