WG
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
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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

Welch Group's VGT Position: Q2 2026 in Review

Welch Group increased its Vanguard Information Technology ETF (VGT) stake by 0.11% in Q2 2026, buying an estimated $876 and bringing the position to 7,384 shares worth $883K. The position accounts for 0.03% of the portfolio, ranked #136.

Welch Group first reported a position in VGT in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.21M in Q4 2020. 1,008 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Welch Group held 7,384 shares of Vanguard Information Technology ETF worth $883K as of Q2 2026.
  • Welch Group bought 8 Vanguard Information Technology ETF shares in Q2 2026, an estimated $876.
  • Vanguard Information Technology ETF made up 0.03% of Welch Group's portfolio in Q2 2026, its #136 holding.
  • Welch Group first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • Welch Group's Vanguard Information Technology ETF position peaked at $7.21M in Q4 2020.
  • 1,008 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.