Avestar Capital
VGT icon

Avestar Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Avestar 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
Q3 		$320K Sell
2,544
-3,654
-59% -$434K 0.03% 451
2026
Q2 		$741K Sell
6,198
-786
-11% -$86.1K 0.04% 297
2026
Q1 		$610K Sell
6,984
-456
-6% -$42K 0.04% 308
2025
Q4 		$701K Buy
7,440
+1,128
+18% +$107K 0.05% 274
2025
Q3 		$589K Buy
6,312
+3,280
+108% +$287K 0.04% 306
2025
Q2 		$251K Sell
3,032
-18,128
-86% -$1.32M 0.02% 425
2025
Q1 		$1.43M Sell
21,160
-224
-1% -$16.9K 0.12% 138
2024
Q4 		$1.66M Buy
21,384
+184
+0.9% +$14.1K 0.14% 119
2024
Q3 		$1.55M Hold
21,200
– – 0.16% 107
2024
Q2 		$1.53M Hold
21,200
– – 0.16% 118
2024
Q1 		$1.39M Buy
21,200
+11,328
+115% +$718K 0.15% 121
2023
Q4 		$597K Sell
9,872
-7,544
-43% -$420K 0.07% 176
2023
Q3 		$905K Buy
17,416
+8,000
+85% +$435K 0.13% 105
2023
Q2 		$521K Buy
9,416
+16
+0.2% +$803 0.08% 145
2023
Q1 		$453K Buy
9,400
+16
+0.2% +$707 0.08% 157
2022
Q4 		$375K Buy
+9,384
New +$383K 0.07% 172
2019
Q3 		– Sell
-1,608
Closed -$42K – 809
2019
Q2 		$42K Hold
1,608
– – 0.03% 317
2019
Q1 		$40K Hold
1,608
– – 0.03% 310
2018
Q4 		$33K Hold
1,608
– – 0.02% 293
2018
Q3 		$40K Hold
1,608
– – 0.02% 295
2018
Q2 		$36K Hold
1,608
– – 0.02% 300
2018
Q1 		$34K Sell
1,608
-1,008
-39% -$22K 0.02% 286
2017
Q4 		$53K Buy
+2,616
New +$53K 0.04% 243

Other funds holding VGT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 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

Avestar Capital's VGT Position: Q3 2026 in Review

Avestar Capital reduced its Vanguard Information Technology ETF (VGT) stake by 59% in Q3 2026, selling an estimated $434K and leaving 2,544 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #451.

Avestar Capital first reported a position in VGT in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.66M in Q4 2024. 1,551 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Avestar Capital held 2,544 shares of Vanguard Information Technology ETF worth $320K as of Q3 2026.
  • Avestar Capital sold 3,654 Vanguard Information Technology ETF shares in Q3 2026, an estimated $434K.
  • Vanguard Information Technology ETF made up 0.03% of Avestar Capital's portfolio in Q3 2026, its #451 holding.
  • Avestar Capital first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 23 quarters since.
  • Avestar Capital's Vanguard Information Technology ETF position peaked at $1.66M in Q4 2024.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.