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

Able 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	$277K	Buy	2,142 +1	+0%	+$119	0.06%	120
2026 Q2	$256K	Buy	+2,141	New	+$234K	0.06%	122
2026 Q1	–	Sell	-2,144	Closed	-$202K	–	146
2025 Q4	$202K	Buy	+2,144	New	+$204K	0.06%	112
2024 Q1	–	Sell	-1,664	Closed	-$101K	–	553
2023 Q4	$101K	Buy	+1,664	New	+$92.7K	0.09%	100

Other funds holding VGT

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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 Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

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) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

Able Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.05% in Q3 2026, buying an estimated $119 and bringing the position to 2,142 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #120.

Able Wealth Management first reported a position in VGT in Q4 2023 and has held it in 4 quarters since. 855 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Able Wealth Management held 2,142 shares of Vanguard Information Technology ETF worth $277K as of Q3 2026.
Able Wealth Management bought 1 Vanguard Information Technology ETF share in Q3 2026, an estimated $119.
Vanguard Information Technology ETF made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #120 holding.
Able Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 4 quarters since.
855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

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