Westmount Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Westmount Partners’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	$1.22M	Sell	10,197 -1,803	-15%	-$197K	0.27%	81
2026 Q1	$1.05M	Buy	12,000 +1,200	+11%	+$110K	0.26%	81
2025 Q4	$1.02M	Buy	10,800 +4,000	+59%	+$380K	0.25%	78
2025 Q3	$640K	Hold	6,800	–	–	0.17%	112
2025 Q2	$564K	Buy	6,800 +360	+6%	+$26.2K	0.15%	118
2025 Q1	$437K	Hold	6,440	–	–	0.13%	141
2024 Q4	$500K	Buy	6,440 +56	+0.9%	+$4.3K	0.15%	118
2024 Q3	$468K	Buy	6,384 +48	+0.8%	+$3.41K	0.14%	124
2024 Q2	$461K	Hold	6,336	–	–	0.15%	116
2024 Q1	$415K	Buy	6,336 +16	+0.3%	+$1.01K	0.15%	129
2023 Q4	$382K	Buy	+6,320	New	+$352K	0.16%	131

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

Westmount Partners's VGT Position: Q2 2026 in Review

Westmount Partners reduced its Vanguard Information Technology ETF (VGT) stake by 15% in Q2 2026, selling an estimated $197K and leaving 10,197 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #81.

Westmount Partners first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Westmount Partners held 10,197 shares of Vanguard Information Technology ETF worth $1.22M as of Q2 2026.
Westmount Partners sold 1,803 Vanguard Information Technology ETF shares in Q2 2026, an estimated $197K.
Vanguard Information Technology ETF made up 0.27% of Westmount Partners's portfolio in Q2 2026, its #81 holding.
Westmount Partners first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.