Caldwell Sutter Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Caldwell Sutter 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 Q2	$5.74K	Hold	48	–	–	﹤0.01%	671
2026 Q1	$4.19K	Sell	48 -32	-40%	-$2.95K	﹤0.01%	663
2025 Q4	$7.54K	Buy	80 +32	+67%	+$3.04K	﹤0.01%	586
2025 Q3	$4.48K	Sell	48 -16	-25%	-$1.4K	﹤0.01%	642
2025 Q2	$5.31K	Hold	64	–	–	﹤0.01%	612
2025 Q1	$4.34K	Hold	64	–	–	﹤0.01%	643
2024 Q4	$4.97K	Sell	64 -392	-86%	-$30.1K	﹤0.01%	637
2024 Q3	$33.4K	Sell	456 -72	-14%	-$5.12K	0.02%	416
2024 Q2	$38.1K	Hold	528	–	–	0.02%	394
2024 Q1	$34.6K	Buy	528 +72	+16%	+$4.56K	0.02%	396
2023 Q4	$27.6K	Hold	456	–	–	0.01%	416
2023 Q3	$23.6K	Sell	456 -24	-5%	-$1.3K	0.01%	415
2023 Q2	$26.5K	Buy	+480	New	+$24.1K	0.01%	406

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Caldwell Sutter Capital's VGT Position: Q2 2026 in Review

Caldwell Sutter Capital held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 48 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Caldwell Sutter Capital first reported a position in VGT in Q2 2023 and has held it in 13 quarters since. The position peaked at $38.1K in Q2 2024. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Caldwell Sutter Capital held 48 shares of Vanguard Information Technology ETF worth $5.74K as of Q2 2026.
Caldwell Sutter Capital left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #671 holding.
Caldwell Sutter Capital first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Vanguard Information Technology ETF position peaked at $38.1K in Q2 2024.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.