Triangle Securities Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Triangle Securities Wealth Management’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	$18.7M	Sell	156,663 -2,369	-1%	-$259K	3.72%	3
2026 Q1	$13.9M	Sell	159,032 -2,504	-2%	-$231K	3.15%	3
2025 Q4	$15.2M	Sell	161,536 -2,608	-2%	-$248K	3.21%	5
2025 Q3	$15.3M	Buy	164,144 +6,624	+4%	+$579K	3.47%	3
2025 Q2	$13.1M	Sell	157,520 -10,200	-6%	-$742K	3.21%	3
2025 Q1	$11.4M	Sell	167,720 -5,096	-3%	-$384K	2.92%	3
2024 Q4	$13.4M	Sell	172,816 -2,696	-2%	-$207K	3.45%	3
2024 Q3	$12.9M	Sell	175,512 -720	-0.4%	-$51.2K	3.33%	3
2024 Q2	$12.7M	Sell	176,232 -168	-0.1%	-$11.2K	3.59%	2
2024 Q1	$11.6M	Sell	176,400 -5,320	-3%	-$337K	3.3%	3
2023 Q4	$11M	Sell	181,720 -3,592	-2%	-$200K	3.42%	2
2023 Q3	$9.61M	Sell	185,312 -1,800	-1%	-$97.9K	3.42%	2
2023 Q2	$10.3M	Sell	187,112 -4,632	-2%	-$233K	3.56%	2
2023 Q1	$9.24M	Sell	191,744 -2,792	-1%	-$123K	3.3%	2
2022 Q4	$7.77M	Sell	194,536 -6,024	-3%	-$246K	2.85%	3
2022 Q3	$7.71M	Sell	200,560 -1,264	-0.6%	-$55.6K	3.15%	2
2022 Q2	$8.24M	Buy	201,824 +176	+0.1%	+$7.93K	3.21%	2
2022 Q1	$10.5M	Sell	201,648 -9,744	-5%	-$500K	3.51%	2
2021 Q4	$12.1M	Sell	211,392 -11,312	-5%	-$621K	3.79%	2
2021 Q3	$11.2M	Sell	222,704 -9,600	-4%	-$498K	3.79%	2
2021 Q2	$11.6M	Sell	232,304 -4,600	-2%	-$217K	3.92%	2
2021 Q1	$10.6M	Sell	236,904 -4,024	-2%	-$181K	3.84%	2
2020 Q4	$10.7M	Sell	240,928 -8,928	-4%	-$367K	4.22%	2
2020 Q3	$9.73M	Sell	249,856 -11,480	-4%	-$432K	4.4%	1
2020 Q2	$9.11M	Sell	261,336 -8,064	-3%	-$252K	4.36%	2
2020 Q1	$7.14M	Sell	269,400 -3,920	-1%	-$119K	4.11%	2
2019 Q4	$8.37M	Sell	273,320 -1,576	-0.6%	-$45.1K	3.63%	3
2019 Q3	$7.41M	Sell	274,896 -17,184	-6%	-$463K	3.62%	2
2019 Q2	$7.82M	Sell	292,080 -14,904	-5%	-$384K	3.97%	2
2019 Q1	$7.7M	Sell	306,984 -11,280	-4%	-$262K	4.03%	2
2018 Q4	$6.64M	Sell	318,264 -1,592	-0.5%	-$36.1K	3.92%	3
2018 Q3	$8.1M	Sell	319,856 -16,960	-5%	-$412K	4.3%	3
2018 Q2	$7.64M	Sell	336,816 -11,504	-3%	-$258K	4.27%	3
2018 Q1	$7.45M	Sell	348,320 -4,720	-1%	-$103K	4.28%	3
2017 Q4	$7.27M	Sell	353,040 -8,760	-2%	-$178K	4.15%	3
2017 Q3	$6.87M	Sell	361,800 -4,848	-1%	-$89.8K	4.09%	3
2017 Q2	$6.46M	Buy	366,648 +2,728	+0.7%	+$48.1K	4.27%	2
2017 Q1	$6.17M	Sell	363,920 -5,920	-2%	-$96.7K	3.94%	2
2016 Q4	$5.62M	Sell	369,840 -4,480	-1%	-$67.5K	3.75%	2
2016 Q3	$5.63M	Sell	374,320 -15,896	-4%	-$230K	3.9%	2
2016 Q2	$5.22M	Sell	390,216 -28,536	-7%	-$383K	3.9%	2
2016 Q1	$5.73M	Buy	+418,752	New	+$5.34M	3.74%	2
2015 Q4	–	Sell	-344,456	Closed	-$4.31M	–	138
2015 Q3	$4.31M	Buy	344,456 +15,992	+5%	+$210K	3.26%	3
2015 Q2	$4.36M	Buy	328,464 +920	+0.3%	+$12.5K	3.08%	2
2015 Q1	$4.36M	Buy	327,544 +24,280	+8%	+$321K	3.02%	2
2014 Q4	$3.96M	Buy	303,264 +920	+0.3%	+$11.7K	2.82%	4
2014 Q3	$3.78M	Sell	302,344 -3,120	-1%	-$38.8K	2.91%	3
2014 Q2	$3.7M	Sell	305,464 -20,416	-6%	-$236K	2.83%	3
2014 Q1	$2.97M	Buy	325,880 +14,656	+5%	+$165K	2.67%	4
2013 Q4	$3.48M	Sell	311,224 -5,136	-2%	-$54.4K	2.83%	3
2013 Q3	$3.19M	Sell	316,360 -8,400	-3%	-$82.6K	2.78%	4
2013 Q2	$3M	Buy	+324,760	New	+$3.01M	2.22%	5

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

Triangle Securities Wealth Management's VGT Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 1.5% in Q2 2026, selling an estimated $259K and leaving 156,663 shares worth $18.7M. The position accounts for 3.72% of the portfolio, ranked #3.

Triangle Securities Wealth Management first reported a position in VGT in Q2 2013 and has held it in 52 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Triangle Securities Wealth Management held 156,663 shares of Vanguard Information Technology ETF worth $18.7M as of Q2 2026.
Triangle Securities Wealth Management sold 2,369 Vanguard Information Technology ETF shares in Q2 2026, an estimated $259K.
Vanguard Information Technology ETF made up 3.72% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #3 holding.
Triangle Securities Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 52 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.