Welch Group
VGT icon

Welch Group’s Vanguard Information Technology ETF VGT Stock Holding History

Welch 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
Q3 		$1.71M Buy
13,571
+6,187
+84% +$735K 0.06% 95
2026
Q2 		$883K Buy
7,384
+8
+0.1% +$876 0.03% 136
2026
Q1 		$643K Sell
7,376
-1,784
-19% -$164K 0.02% 155
2025
Q4 		$863K Buy
9,160
+2,344
+34% +$223K 0.03% 130
2025
Q3 		$636K Hold
6,816
– – 0.02% 142
2025
Q2 		$565K Hold
6,816
– – 0.02% 145
2025
Q1 		$463K Hold
6,816
– – 0.02% 151
2024
Q4 		$534K Buy
6,816
+8
+0.1% +$614 0.02% 150
2024
Q3 		$499K Sell
6,808
-96
-1% -$6.82K 0.02% 147
2024
Q2 		$498K Hold
6,904
– – 0.02% 144
2024
Q1 		$453K Hold
6,904
– – 0.02% 133
2023
Q4 		$418K Buy
6,904
+8
+0.1% +$446 0.02% 138
2023
Q3 		$358K Hold
6,896
– – 0.02% 138
2023
Q2 		$381K Hold
6,896
– – 0.02% 134
2023
Q1 		$332K Sell
6,896
-320
-4% -$14.1K 0.02% 146
2022
Q4 		$288K Sell
7,216
-80
-1% -$3.26K 0.02% 166
2022
Q3 		$280K Buy
7,296
+1,936
+36% +$85.1K 0.02% 138
2022
Q2 		$219K Buy
5,360
+128
+2% +$5.77K 0.01% 185
2022
Q1 		$273K Sell
5,232
-1,752
-25% -$89.9K 0.02% 172
2021
Q4 		$400K Buy
6,984
+2,720
+64% +$149K 0.02% 140
2021
Q3 		$214K Hold
4,264
– – 0.01% 178
2021
Q2 		$213K Sell
4,264
-744
-15% -$35.1K 0.01% 178
2021
Q1 		$224K Sell
5,008
-158,032
-97% -$7.11M 0.02% 171
2020
Q4 		$7.21M Buy
163,040
+145,056
+807% +$5.97M 0.58% 35
2020
Q3 		$700K Buy
+17,984
New +$677K 0.06% 78

Other funds holding VGT

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Welch Group's VGT Position: Q3 2026 in Review

Welch Group increased its Vanguard Information Technology ETF (VGT) stake by 84% in Q3 2026, buying an estimated $735K and bringing the position to 13,571 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #95.

Welch Group first reported a position in VGT in Q3 2020 and has held it in 25 quarters since. The position peaked at $7.21M in Q4 2020. 1,020 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Welch Group held 13,571 shares of Vanguard Information Technology ETF worth $1.71M as of Q3 2026.
  • Welch Group bought 6,187 Vanguard Information Technology ETF shares in Q3 2026, an estimated $735K.
  • Vanguard Information Technology ETF made up 0.06% of Welch Group's portfolio in Q3 2026, its #95 holding.
  • Welch Group first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 25 quarters since.
  • Welch Group's Vanguard Information Technology ETF position peaked at $7.21M in Q4 2020.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.