Valmark Advisers’s Vanguard Information Technology ETF VGT Stock Holding History

Valmark Advisers’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	$2.82M	Buy	23,630 +1,678	+8%	+$184K	0.03%	222
2026 Q1	$1.91M	Hold	21,952	–	–	0.02%	251
2025 Q4	$2.07M	Sell	21,952 -16	-0.1%	-$1.52K	0.03%	238
2025 Q3	$2.05M	Buy	21,968 +40	+0.2%	+$3.5K	0.03%	226
2025 Q2	$1.82M	Sell	21,928 -688	-3%	-$50K	0.03%	241
2025 Q1	$1.53M	Sell	22,616 -8,504	-27%	-$641K	0.02%	245
2024 Q4	$2.42M	Buy	31,120 +1,488	+5%	+$114K	0.04%	177
2024 Q3	$2.17M	Sell	29,632 -56	-0.2%	-$3.98K	0.03%	189
2024 Q2	$2.14M	Buy	29,688 +136	+0.5%	+$9.04K	0.04%	169
2024 Q1	$1.94M	Buy	29,552 +216	+0.7%	+$13.7K	0.03%	174
2023 Q4	$1.77M	Sell	29,336 -1,960	-6%	-$109K	0.03%	180
2023 Q3	$1.62M	Sell	31,296 -32	-0.1%	-$1.74K	0.03%	166
2023 Q2	$1.73M	Hold	31,328	–	–	0.04%	166
2023 Q1	$1.51M	Buy	31,328 +10,464	+50%	+$463K	0.03%	178
2022 Q4	$833K	Buy	20,864 +5,248	+34%	+$214K	0.02%	235
2022 Q3	$600K	Buy	15,616 +200	+1%	+$8.79K	0.01%	257
2022 Q2	$629K	Buy	15,416 +104	+0.7%	+$4.68K	0.01%	260
2022 Q1	$797K	Buy	15,312 +328	+2%	+$16.8K	0.01%	232
2021 Q4	$858K	Sell	14,984 -328	-2%	-$18K	0.01%	219
2021 Q3	$768K	Buy	15,312 +1,128	+8%	+$58.5K	0.01%	223
2021 Q2	$707K	Sell	14,184 -96	-0.7%	-$4.53K	0.01%	235
2021 Q1	$640K	Hold	14,280	–	–	0.01%	240
2020 Q4	$632K	Sell	14,280 -1,744	-11%	-$71.7K	0.01%	227
2020 Q3	$624K	Buy	16,024 +1,352	+9%	+$50.9K	0.01%	169
2020 Q2	$511K	Buy	14,672 +5,152	+54%	+$161K	0.01%	164
2020 Q1	$252K	Hold	9,520	–	–	0.01%	198
2019 Q4	$291K	Sell	9,520 -200	-2%	-$5.72K	0.01%	203
2019 Q3	$262K	Buy	9,720 +1,848	+23%	+$49.8K	0.01%	210
2019 Q2	$208K	Sell	7,872 -320	-4%	-$8.25K	﹤0.01%	218
2019 Q1	$205K	Buy	+8,192	New	+$190K	﹤0.01%	212
2018 Q1	–	Sell	-22,640	Closed	-$466K	–	199
2017 Q4	$466K	Buy	+22,640	New	+$459K	0.01%	116
2016 Q3	–	Sell	-21,152	Closed	-$283K	–	79
2016 Q2	$283K	Buy	21,152 +424	+2%	+$5.7K	0.01%	60
2016 Q1	$284K	Buy	20,728 +4,832	+30%	+$61.6K	0.01%	58
2015 Q4	$215K	Sell	15,896 -2,264	-12%	-$30.9K	0.01%	63
2015 Q3	$227K	Buy	18,160 +368	+2%	+$4.83K	0.01%	58
2015 Q2	$236K	Buy	+17,792	New	+$242K	0.01%	57

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Valmark Advisers's VGT Position: Q2 2026 in Review

Valmark Advisers increased its Vanguard Information Technology ETF (VGT) stake by 7.6% in Q2 2026, buying an estimated $184K and bringing the position to 23,630 shares worth $2.82M. The position accounts for 0.03% of the portfolio, ranked #222.

Valmark Advisers first reported a position in VGT in Q2 2015 and has held it in 36 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Valmark Advisers held 23,630 shares of Vanguard Information Technology ETF worth $2.82M as of Q2 2026.
Valmark Advisers bought 1,678 Vanguard Information Technology ETF shares in Q2 2026, an estimated $184K.
Vanguard Information Technology ETF made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #222 holding.
Valmark Advisers first reported a position in Vanguard Information Technology ETF in Q2 2015 and has held it in 36 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.