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

Bulwark 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	$7.28M	Sell	57,897 -487	-0.8%	-$57.9K	3.85%	7
2026 Q2	$6.98M	Hold	58,384	–	–	3.93%	8
2026 Q1	$5.09M	Sell	58,384 -1,856	-3%	-$171K	3.14%	11
2025 Q4	$5.68M	Hold	60,240	–	–	4.04%	9
2025 Q3	$5.62M	Hold	60,240	–	–	4.37%	7
2025 Q2	$4.99M	Buy	+60,240	New	+$4.38M	4.21%	7

Other funds holding VGT

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

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 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 Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Bulwark Capital's VGT Position: Q3 2026 in Review

Bulwark Capital reduced its Vanguard Information Technology ETF (VGT) stake by 0.83% in Q3 2026, selling an estimated $57.9K and leaving 57,897 shares worth $7.28M. The position accounts for 3.85% of the portfolio, ranked #7.

Bulwark Capital first reported a position in VGT in Q2 2025 and has held it in 6 quarters since. 1,228 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Bulwark Capital held 57,897 shares of Vanguard Information Technology ETF worth $7.28M as of Q3 2026.
Bulwark Capital sold 487 Vanguard Information Technology ETF shares in Q3 2026, an estimated $57.9K.
Vanguard Information Technology ETF made up 3.85% of Bulwark Capital's portfolio in Q3 2026, its #7 holding.
Bulwark Capital first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 6 quarters since.
1,228 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

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