WA
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Waddell & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Waddell & Associates’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 		$431K Buy
+3,604
New +$395K 0.02% 298

Other funds holding VGT

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FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Waddell & Associates's VGT Position: Q2 2026 in Review

Waddell & Associates opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 3,604 shares worth $431K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings.

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

  • Waddell & Associates held 3,604 shares of Vanguard Information Technology ETF worth $431K as of Q2 2026.
  • Vanguard Information Technology ETF was a new Waddell & Associates position in Q2 2026.
  • Vanguard Information Technology ETF made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #298 holding.
  • 935 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.