Cardinal Point Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Cardinal Point Capital Management’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	$6.32M	Sell	52,872 -2,624	-5%	-$287K	0.36%	57
2026 Q1	$4.84M	Buy	55,496 +6,016	+12%	+$554K	0.3%	58
2025 Q4	$4.66M	Sell	49,480 -96	-0.2%	-$9.12K	0.3%	58
2025 Q3	$4.68M	Sell	49,576 -5,656	-10%	-$494K	0.33%	58
2025 Q2	$4.58M	Buy	55,232 +8,584	+18%	+$624K	0.36%	56
2025 Q1	$3.16M	Sell	46,648 -6,320	-12%	-$476K	0.29%	57
2024 Q4	$4.12M	Buy	52,968 +43,304	+448%	+$3.33M	0.65%	19
2024 Q3	$710K	Buy	9,664 +2,160	+29%	+$154K	0.12%	43
2024 Q2	$542K	Buy	7,504 +944	+14%	+$62.8K	0.09%	51
2024 Q1	$430K	Buy	+6,560	New	+$416K	0.08%	52
2023 Q2	–	Sell	-28,712	Closed	-$1.38M	–	82
2023 Q1	$1.38M	Buy	28,712 +21,752	+313%	+$962K	0.42%	21
2022 Q4	$278K	Buy	+6,960	New	+$284K	0.1%	56

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

Cardinal Point Capital Management's VGT Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Vanguard Information Technology ETF (VGT) stake by 4.7% in Q2 2026, selling an estimated $287K and leaving 52,872 shares worth $6.32M. The position accounts for 0.36% of the portfolio, ranked #57.

Cardinal Point Capital Management first reported a position in VGT in Q4 2022 and has held it in 12 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Cardinal Point Capital Management held 52,872 shares of Vanguard Information Technology ETF worth $6.32M as of Q2 2026.
Cardinal Point Capital Management sold 2,624 Vanguard Information Technology ETF shares in Q2 2026, an estimated $287K.
Vanguard Information Technology ETF made up 0.36% of Cardinal Point Capital Management's portfolio in Q2 2026, its #57 holding.
Cardinal Point Capital Management first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 12 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.