Wiser Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Wiser Wealth Management’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	$36.4M	Sell	304,688 -5,408	-2%	-$592K	6.97%	4
2026 Q1	$27M	Buy	310,096 +14,184	+5%	+$1.31M	5.83%	4
2025 Q4	$27.9M	Sell	295,912 -3,152	-1%	-$299K	6.2%	4
2025 Q3	$27.9M	Sell	299,064 -32,544	-10%	-$2.84M	6.38%	4
2025 Q2	$27.5M	Buy	331,608 +42,784	+15%	+$3.11M	6.88%	4
2025 Q1	$19.6M	Buy	288,824 +9,368	+3%	+$706K	5.49%	6
2024 Q4	$21.7M	Buy	279,456 +10,024	+4%	+$770K	6.1%	5
2024 Q3	$19.8M	Buy	269,432 +5,008	+2%	+$356K	5.66%	5
2024 Q2	$19.1M	Buy	264,424 +27,016	+11%	+$1.8M	5.9%	5
2024 Q1	$15.6M	Buy	237,408 +9,152	+4%	+$580K	5.11%	7
2023 Q4	$13.2M	Buy	228,256 +27,776	+14%	+$1.55M	4.81%	7
2023 Q3	$10.4M	Buy	200,480 +952	+0.5%	+$51.8K	4.23%	10
2023 Q2	$11M	Buy	199,528 +2,408	+1%	+$121K	4.43%	8
2023 Q1	$9.5M	Buy	197,120 +5,816	+3%	+$257K	4.06%	10
2022 Q4	$7.64M	Buy	191,304 +17,832	+10%	+$728K	3.53%	10
2022 Q3	$6.67M	Buy	173,472 +9,360	+6%	+$412K	3.48%	9
2022 Q2	$6.7M	Buy	164,112 +16,080	+11%	+$724K	3.47%	9
2022 Q1	$7.71M	Buy	148,032 +9,656	+7%	+$495K	3.55%	10
2021 Q4	$7.92M	Buy	138,376 +5,600	+4%	+$307K	3.87%	10
2021 Q3	$6.66M	Buy	132,776 +9,488	+8%	+$492K	3.55%	10
2021 Q2	$6.14M	Buy	123,288 +7,496	+6%	+$354K	3.74%	9
2021 Q1	$5.19M	Buy	115,792 +4,552	+4%	+$205K	3.56%	9
2020 Q4	$4.92M	Buy	+111,240	New	+$4.58M	3.69%	10

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Wiser Wealth Management's VGT Position: Q2 2026 in Review

Wiser Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 1.7% in Q2 2026, selling an estimated $592K and leaving 304,688 shares worth $36.4M. The position accounts for 6.97% of the portfolio, ranked #4.

Wiser Wealth Management first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Wiser Wealth Management held 304,688 shares of Vanguard Information Technology ETF worth $36.4M as of Q2 2026.
Wiser Wealth Management sold 5,408 Vanguard Information Technology ETF shares in Q2 2026, an estimated $592K.
Vanguard Information Technology ETF made up 6.97% of Wiser Wealth Management's portfolio in Q2 2026, its #4 holding.
Wiser Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.