Atticus Wealth Management
VGT icon

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

Atticus 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 		$3.05M Sell
24,275
-398
-2% -$47.3K 0.68% 27
2026
Q2 		$2.95M Buy
24,673
+169
+0.7% +$18.5K 0.7% 27
2026
Q1 		$2.14M Sell
24,504
-392
-2% -$36.1K 0.58% 30
2025
Q4 		$2.35M Sell
24,896
-1,752
-7% -$166K 0.58% 30
2025
Q3 		$2.49M Sell
26,648
-56
-0.2% -$4.89K 0.63% 28
2025
Q2 		$2.21M Buy
26,704
+1,024
+4% +$74.5K 0.6% 27
2025
Q1 		$1.74M Sell
25,680
-896
-3% -$67.5K 0.57% 32
2024
Q4 		$2.07M Sell
26,576
-168
-0.6% -$12.9K 0.64% 29
2024
Q3 		$1.96M Sell
26,744
-64
-0.2% -$4.55K 0.63% 29
2024
Q2 		$1.93M Sell
26,808
-3,296
-11% -$219K 0.63% 27
2024
Q1 		$1.97M Sell
30,104
-2,040
-6% -$129K 0.65% 28
2023
Q4 		$1.94M Sell
32,144
-2,776
-8% -$155K 0.69% 27
2023
Q3 		$1.81M Buy
34,920
+344
+1% +$18.7K 0.69% 25
2023
Q2 		$1.91M Sell
34,576
-1,504
-4% -$75.5K 0.7% 25
2023
Q1 		$1.74M Buy
36,080
+1,272
+4% +$56.2K 0.66% 24
2022
Q4 		$1.39M Sell
34,808
-2,584
-7% -$105K 0.57% 31
2022
Q3 		$1.53M Hold
37,392
– – 0.74% 26
2022
Q2 		$1.53M Sell
37,392
-1,264
-3% -$56.9K 0.63% 32
2022
Q1 		$2.01M Sell
38,656
-32
-0.1% -$1.64K 0.73% 28
2021
Q4 		$2.22M Buy
38,688
+1,496
+4% +$82.1K 0.86% 28
2021
Q3 		$1.87M Sell
37,192
-112
-0.3% -$5.8K 0.82% 27
2021
Q2 		$1.86M Sell
37,304
-736
-2% -$34.7K 0.81% 30
2021
Q1 		$1.7M Sell
38,040
-680
-2% -$30.6K 0.81% 31
2020
Q4 		$1.71M Buy
38,720
+2,264
+6% +$93.1K 0.86% 28
2020
Q3 		$1.42M Sell
36,456
-6,648
-15% -$250K 0.85% 27
2020
Q2 		$1.5M Sell
43,104
-864
-2% -$27K 0.99% 23
2020
Q1 		$1.16M Buy
43,968
+4,104
+10% +$124K 0.94% 26
2019
Q4 		$1.22M Buy
+39,864
New +$1.14M 0.78% 31

Other funds holding VGT

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

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

Atticus Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q3 2026, selling an estimated $47.3K and leaving 24,275 shares worth $3.05M. The position accounts for 0.68% of the portfolio, ranked #27.

Atticus Wealth Management first reported a position in VGT in Q4 2019 and has held it in 28 quarters since. 1,236 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Atticus Wealth Management held 24,275 shares of Vanguard Information Technology ETF worth $3.05M as of Q3 2026.
  • Atticus Wealth Management sold 398 Vanguard Information Technology ETF shares in Q3 2026, an estimated $47.3K.
  • Vanguard Information Technology ETF made up 0.68% of Atticus Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Atticus Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.