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STACKSTONE WEALTH, LLC’s Vanguard Information Technology ETF VGT Stock Holding History

STACKSTONE WEALTH, LLC’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 		$6.51M Buy
+51,813
New +$6.16M 0.64% 43

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Taiyo Life Insurance Company
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Folger Nolan Fleming Douglas Capital Management
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Armstrong Advisory Group
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Bailard
Bailard Foster City, California $4.94B AUM 25.15% 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
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VGT Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2026: 51,813 shares worth $6.51M. The stake represents 0.64% of the portfolio and ranks #43 among its holdings.

527 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 51,813 shares of Vanguard Information Technology ETF worth $6.51M as of Q3 2026.
  • Vanguard Information Technology ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • Vanguard Information Technology ETF made up 0.64% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #43 holding.
  • 527 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.