Capital Insight Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Capital Insight Partners’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 Q1	–	Sell	-5,008	Closed	-$472K	–	110
2025 Q4	$472K	Hold	5,008	–	–	0.1%	104
2025 Q3	$467K	Buy	5,008 +216	+5%	+$18.9K	0.08%	136
2025 Q2	$397K	Hold	4,792	–	–	0.07%	140
2025 Q1	$325K	Hold	4,792	–	–	0.06%	142
2024 Q4	$372K	Sell	4,792 -4,808	-50%	-$369K	0.06%	140
2024 Q3	$704K	Hold	9,600	–	–	0.12%	115
2024 Q2	$692K	Sell	9,600 -1,760	-15%	-$117K	0.13%	109
2024 Q1	$745K	Hold	11,360	–	–	0.14%	104
2023 Q4	$687K	Hold	11,360	–	–	0.14%	103
2023 Q3	$589K	Hold	11,360	–	–	0.13%	105
2023 Q2	$628K	Hold	11,360	–	–	0.14%	106
2023 Q1	$547K	Hold	11,360	–	–	0.13%	117
2022 Q4	$454K	Hold	11,360	–	–	0.12%	116
2022 Q3	$436K	Hold	11,360	–	–	0.12%	112
2022 Q2	$464K	Hold	11,360	–	–	0.11%	126
2022 Q1	$591K	Sell	11,360 -720	-6%	-$36.9K	0.12%	123
2021 Q4	$692K	Buy	12,080 +720	+6%	+$39.5K	0.14%	119
2021 Q3	$570K	Hold	11,360	–	–	0.12%	126
2021 Q2	$566K	Sell	11,360 -400	-3%	-$18.9K	0.13%	123
2021 Q1	$527K	Hold	11,760	–	–	0.13%	123
2020 Q4	$520K	Hold	11,760	–	–	0.13%	123
2020 Q3	$458K	Hold	11,760	–	–	0.13%	125
2020 Q2	$410K	Buy	+11,760	New	+$367K	0.13%	126

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Insight Partners's VGT Position: Q1 2026 in Review

Capital Insight Partners sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 5,008 shares — an estimated $472K sold.

Capital Insight Partners first reported a position in VGT in Q2 2020 and held it in 23 quarters. The position peaked at $745K in Q1 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Capital Insight Partners reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 5,008 Vanguard Information Technology ETF shares in Q1 2026, an estimated $472K.
Capital Insight Partners first reported a position in Vanguard Information Technology ETF in Q2 2020 and held it in 23 quarters.
Capital Insight Partners's Vanguard Information Technology ETF position peaked at $745K in Q1 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.