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

Cabot 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	$10M	Buy	79,518 +752	+1%	+$89.4K	1%	39
2026 Q2	$9.41M	Buy	+78,766	New	+$8.62M	0.96%	45
2022 Q2	–	Sell	-4,088	Closed	-$213K	–	167
2022 Q1	$213K	Sell	4,088 -240	-6%	-$12.3K	0.03%	159
2021 Q4	$248K	Buy	4,328 +240	+6%	+$13.2K	0.03%	148
2021 Q3	$205K	Buy	+4,088	New	+$212K	0.03%	161

Other funds holding VGT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

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 Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cabot Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.95% in Q3 2026, buying an estimated $89.4K and bringing the position to 79,518 shares worth $10M. The position accounts for 1% of the portfolio, ranked #39.

Cabot Wealth Management first reported a position in VGT in Q3 2021 and has held it in 5 quarters since. 1,627 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Cabot Wealth Management held 79,518 shares of Vanguard Information Technology ETF worth $10M as of Q3 2026.
Cabot Wealth Management bought 752 Vanguard Information Technology ETF shares in Q3 2026, an estimated $89.4K.
Vanguard Information Technology ETF made up 1% of Cabot Wealth Management's portfolio in Q3 2026, its #39 holding.
Cabot Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 5 quarters since.
1,627 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.