VERITY Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

VERITY Wealth 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	–	Sell	-6,320	Closed	-$551K	–	85
2026 Q1	$551K	Hold	6,320	–	–	0.37%	51
2025 Q4	$595K	Hold	6,320	–	–	0.37%	52
2025 Q3	$590K	Hold	6,320	–	–	0.37%	48
2025 Q2	$524K	Hold	6,320	–	–	0.35%	53
2025 Q1	$428K	Hold	6,320	–	–	0.32%	56
2024 Q4	$491K	Hold	6,320	–	–	0.35%	53
2024 Q3	$463K	Hold	6,320	–	–	0.33%	54
2024 Q2	$456K	Hold	6,320	–	–	0.34%	53
2024 Q1	$414K	Hold	6,320	–	–	0.32%	54
2023 Q4	$382K	Hold	6,320	–	–	0.33%	53
2023 Q3	$328K	Hold	6,320	–	–	0.31%	55
2023 Q2	$349K	Hold	6,320	–	–	0.31%	55
2023 Q1	$305K	Hold	6,320	–	–	0.28%	59
2022 Q4	$252K	Hold	6,320	–	–	0.25%	61
2022 Q3	$243K	Hold	6,320	–	–	0.25%	58
2022 Q2	$258K	Hold	6,320	–	–	0.25%	59
2022 Q1	$329K	Hold	6,320	–	–	0.29%	50
2021 Q4	$362K	Hold	6,320	–	–	0.3%	46
2021 Q3	$317K	Hold	6,320	–	–	0.28%	48
2021 Q2	$315K	Hold	6,320	–	–	0.29%	44
2021 Q1	$283K	Hold	6,320	–	–	0.25%	46
2020 Q4	$279K	Hold	6,320	–	–	0.25%	50
2020 Q3	$246K	Hold	6,320	–	–	0.25%	45
2020 Q2	$220K	Buy	+6,320	New	+$197K	0.24%	46

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

VERITY Wealth Advisors's VGT Position: Q2 2026 in Review

VERITY Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 6,320 shares — an estimated $551K sold.

VERITY Wealth Advisors first reported a position in VGT in Q2 2020 and held it in 24 quarters. The position peaked at $595K in Q4 2025. 615 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

VERITY Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
VERITY Wealth Advisors sold 6,320 Vanguard Information Technology ETF shares in Q2 2026, an estimated $551K.
VERITY Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and held it in 24 quarters.
VERITY Wealth Advisors's Vanguard Information Technology ETF position peaked at $595K in Q4 2025.
615 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.