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 Q2	$669K	Buy	+5,600	New	+$613K	0.39%	66
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 $1.55T 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

Capstone Triton Financial Group's VGT Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 5,600 shares worth $669K. The stake represents 0.39% of the portfolio and ranks #66 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in VGT as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in VGT in Q4 2020 and has held it in 20 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Capstone Triton Financial Group held 5,600 shares of Vanguard Information Technology ETF worth $669K as of Q2 2026.
Vanguard Information Technology ETF was a new Capstone Triton Financial Group position in Q2 2026.
Vanguard Information Technology ETF made up 0.39% of Capstone Triton Financial Group's portfolio in Q2 2026, its #66 holding.
Capstone Triton Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 20 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.