Capstone Wealth Management Group (Pennsylvania)’s Vanguard Information Technology ETF VGT Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$1.19M	Hold	13,648	–	–	0.5%	44
2025 Q4	$1.29M	Hold	13,648	–	–	0.54%	36
2025 Q3	$1.27M	Hold	13,648	–	–	0.54%	31
2025 Q2	$1.13M	Hold	13,648	–	–	1.09%	21
2025 Q1	$925K	Hold	13,648	–	–	0.53%	42
2024 Q4	$1.06M	Hold	13,648	–	–	0.57%	43
2024 Q3	$1M	Hold	13,648	–	–	0.59%	37
2024 Q2	$984K	Buy	13,648 +48	+0.4%	+$3.19K	0.64%	37
2024 Q1	$891K	Hold	13,600	–	–	0.64%	39
2023 Q4	$823K	Hold	13,600	–	–	0.78%	30
2023 Q3	$705K	Hold	13,600	–	–	0.73%	33
2023 Q2	$752K	Hold	13,600	–	–	0.78%	31
2023 Q1	$655K	Hold	13,600	–	–	0.73%	27
2022 Q4	$543K	Hold	13,600	–	–	0.58%	34
2022 Q3	$523K	Sell	13,600 -80	-0.6%	-$3.52K	0.67%	33
2022 Q2	$558K	Hold	13,680	–	–	0.67%	33
2022 Q1	$712K	Hold	13,680	–	–	0.71%	32
2021 Q4	$783K	Buy	+13,680	New	+$751K	0.64%	33

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 Wealth Management Group (Pennsylvania)'s VGT Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 13,648 shares worth $1.19M. The position accounts for 0.5% of the portfolio, ranked #44.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 13,648 shares of Vanguard Information Technology ETF worth $1.19M as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.5% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #44 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Vanguard Information Technology ETF position peaked at $1.29M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.