Wiser Wealth Management
VGT icon

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
Q3 		$37M Sell
294,326
-10,362
-3% -$1.23M 6.72% 4
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 		$6.66M 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

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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wiser Wealth Management's VGT Position: Q3 2026 in Review

Wiser Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 3.4% in Q3 2026, selling an estimated $1.23M and leaving 294,326 shares worth $37M. The position accounts for 6.72% of the portfolio, ranked #4.

Wiser Wealth Management first reported a position in VGT in Q4 2020 and has held it in 24 quarters since. 718 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Wiser Wealth Management held 294,326 shares of Vanguard Information Technology ETF worth $37M as of Q3 2026.
  • Wiser Wealth Management sold 10,362 Vanguard Information Technology ETF shares in Q3 2026, an estimated $1.23M.
  • Vanguard Information Technology ETF made up 6.72% of Wiser Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Wiser Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 24 quarters since.
  • 718 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.