World Equity Group’s Vanguard Information Technology ETF VGT Stock Holding History

World Equity 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	$517K	Buy	4,324 +60	+1%	+$6.57K	0.12%	210
2026 Q1	$372K	Hold	4,264	–	–	0.1%	245
2025 Q4	$402K	Sell	4,264 -64	-1%	-$6.08K	0.11%	202
2025 Q3	$404K	Sell	4,328 -184	-4%	-$16.1K	0.09%	217
2025 Q2	$374K	Buy	4,512 +1,032	+30%	+$75K	0.1%	207
2025 Q1	$236K	Sell	3,480 -3,992	-53%	-$301K	0.07%	266
2024 Q4	$581K	Buy	7,472 +3,816	+104%	+$293K	0.12%	173
2024 Q3	$268K	Buy	+3,656	New	+$260K	0.1%	200
2024 Q1	–	Sell	-4,736	Closed	-$287K	–	366
2023 Q4	$287K	Sell	4,736 -152	-3%	-$8.47K	0.06%	259
2023 Q3	$254K	Buy	4,888 +152	+3%	+$8.27K	0.05%	283
2023 Q2	$262K	Buy	+4,736	New	+$238K	0.08%	256
2023 Q1	–	Sell	-6,048	Closed	-$241K	–	584
2022 Q4	$241K	Hold	6,048	–	–	0.06%	295
2022 Q3	$232K	Sell	6,048 -264	-4%	-$11.6K	0.06%	288
2022 Q2	$258K	Sell	6,312 -472	-7%	-$21.3K	0.06%	283
2022 Q1	$353K	Buy	+6,784	New	+$348K	0.08%	256

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

World Equity Group's VGT Position: Q2 2026 in Review

World Equity Group increased its Vanguard Information Technology ETF (VGT) stake by 1.4% in Q2 2026, buying an estimated $6.57K and bringing the position to 4,324 shares worth $517K. The position accounts for 0.12% of the portfolio, ranked #210.

World Equity Group first reported a position in VGT in Q1 2022 and has held it in 15 quarters since. The position peaked at $581K in Q4 2024. 502 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

World Equity Group held 4,324 shares of Vanguard Information Technology ETF worth $517K as of Q2 2026.
World Equity Group bought 60 Vanguard Information Technology ETF shares in Q2 2026, an estimated $6.57K.
Vanguard Information Technology ETF made up 0.12% of World Equity Group's portfolio in Q2 2026, its #210 holding.
World Equity Group first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 15 quarters since.
World Equity Group's Vanguard Information Technology ETF position peaked at $581K in Q4 2024.
502 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.