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 Q2	$1.63M	Buy	13,652 +4	+0%	+$438	0.58%	32
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 $1.55T 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 Wealth Management Group (Pennsylvania)'s VGT Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Vanguard Information Technology ETF (VGT) stake by 0.03% in Q2 2026, buying an estimated $438 and bringing the position to 13,652 shares worth $1.63M. The position accounts for 0.58% of the portfolio, ranked #32.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 13,652 shares of Vanguard Information Technology ETF worth $1.63M as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 4 Vanguard Information Technology ETF shares in Q2 2026, an estimated $438.
Vanguard Information Technology ETF made up 0.58% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #32 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.