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Woodward Diversified Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Woodward Diversified Capital’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 		$1.7M Buy
14,211
+8,171
+135% +$895K 0.75% 29
2026
Q1 		$608K Sell
6,040
-12,512
-67% -$1.15M 0.28% 91
2025
Q4 		$1.75M Sell
18,552
-208
-1% -$19.8K 0.8% 27
2025
Q3 		$1.75M Sell
18,760
-400
-2% -$35K 0.82% 27
2025
Q2 		$1.59M Buy
19,160
+12,432
+185% +$904K 0.8% 30
2025
Q1 		$456K Sell
6,728
-4,688
-41% -$353K 0.32% 78
2024
Q4 		$887K Sell
11,416
-9,784
-46% -$752K 0.65% 35
2024
Q3 		$1.55M Sell
21,200
-1,608
-7% -$114K 0.99% 22
2024
Q2 		$1.64M Sell
22,808
-544
-2% -$36.2K 0.96% 22
2024
Q1 		$1.53M Sell
23,352
-4,984
-18% -$316K 0.95% 22
2023
Q4 		$1.71M Sell
28,336
-1,680
-6% -$93.6K 1.08% 16
2023
Q3 		$1.56M Sell
30,016
-16
-0.1% -$870 1.12% 15
2023
Q2 		$1.66M Buy
30,032
+4,560
+18% +$229K 1.25% 13
2023
Q1 		$1.23M Buy
+25,472
New +$1.13M 0.96% 23
2022
Q2 		– Sell
-4,344
Closed -$226K – 158
2022
Q1 		$226K Sell
4,344
-23,936
-85% -$1.23M 0.15% 138
2021
Q4 		$1.62M Buy
28,280
+136
+0.5% +$7.47K 0.95% 20
2021
Q3 		$1.41M Sell
28,144
-1,264
-4% -$65.5K 0.89% 23
2021
Q2 		$1.47M Sell
29,408
-2,240
-7% -$106K 0.84% 25
2021
Q1 		$1.42M Sell
31,648
-5,144
-14% -$231K 0.83% 30
2020
Q4 		$1.63M Buy
+36,792
New +$1.51M 1.06% 23

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 $44.6B AUM 28.94% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Woodward Diversified Capital's VGT Position: Q2 2026 in Review

Woodward Diversified Capital increased its Vanguard Information Technology ETF (VGT) stake by 135% in Q2 2026, buying an estimated $895K and bringing the position to 14,211 shares worth $1.7M. The position accounts for 0.75% of the portfolio, ranked #29.

Woodward Diversified Capital first reported a position in VGT in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.75M in Q3 2025. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Woodward Diversified Capital held 14,211 shares of Vanguard Information Technology ETF worth $1.7M as of Q2 2026.
  • Woodward Diversified Capital bought 8,171 Vanguard Information Technology ETF shares in Q2 2026, an estimated $895K.
  • Vanguard Information Technology ETF made up 0.75% of Woodward Diversified Capital's portfolio in Q2 2026, its #29 holding.
  • Woodward Diversified Capital first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 20 quarters since.
  • Woodward Diversified Capital's Vanguard Information Technology ETF position peaked at $1.75M in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.