Capstone Triton Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Capstone Triton Financial Group’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	-5,600	Closed	-$528K	–	116
2025 Q4	$528K	Hold	5,600	–	–	0.35%	67
2025 Q3	$523K	Hold	5,600	–	–	0.35%	70
2025 Q2	$464K	Buy	+5,600	New	+$407K	0.34%	73
2024 Q4	$432K	Hold	5,552	–	–	0.27%	81
2024 Q3	$407K	Hold	5,552	–	–	0.26%	80
2024 Q2	$400K	Buy	5,552 +8	+0.1%	+$532	0.28%	75
2024 Q1	$363K	Hold	5,544	–	–	0.26%	83
2023 Q4	$335K	Sell	5,544 -400	-7%	-$22.3K	0.24%	85
2023 Q3	$308K	Hold	5,944	–	–	0.23%	83
2023 Q2	$329K	Hold	5,944	–	–	0.23%	81
2023 Q1	$286K	Buy	5,944 +400	+7%	+$17.7K	0.22%	85
2022 Q4	$221K	Hold	5,544	–	–	0.18%	92
2022 Q3	$213K	Hold	5,544	–	–	0.18%	90
2022 Q2	$249K	Hold	5,544	–	–	0.19%	88
2022 Q1	$255K	Sell	5,544 -400	-7%	-$20.5K	0.18%	90
2021 Q4	$342K	Buy	5,944 +160	+3%	+$8.79K	0.69%	55
2021 Q3	$310K	Buy	5,784 +1,584	+38%	+$82.1K	0.19%	93
2021 Q2	$209K	Buy	+4,200	New	+$198K	0.13%	113
2021 Q1	–	Sell	-4,200	Closed	-$186K	–	311
2020 Q4	$186K	Buy	+4,200	New	+$173K	0.11%	120

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

Capstone Triton Financial Group's VGT Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 5,600 shares — an estimated $528K sold.

Capstone Triton Financial Group first reported a position in VGT in Q4 2020 and held it in 19 quarters. The position peaked at $528K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Capstone Triton Financial Group reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 5,600 Vanguard Information Technology ETF shares in Q1 2026, an estimated $528K.
Capstone Triton Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 19 quarters.
Capstone Triton Financial Group's Vanguard Information Technology ETF position peaked at $528K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.