Catalyst Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Catalyst Financial Partners’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	$505K	Sell	4,222 -250	-6%	-$27.4K	0.05%	228
2026 Q1	$390K	Hold	4,472	–	–	0.05%	243
2025 Q4	$421K	Buy	4,472 +720	+19%	+$68.4K	0.05%	206
2025 Q3	$350K	Hold	3,752	–	–	0.04%	219
2025 Q2	$311K	Buy	+3,752	New	+$273K	0.03%	230

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

Catalyst Financial Partners's VGT Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Vanguard Information Technology ETF (VGT) stake by 5.6% in Q2 2026, selling an estimated $27.4K and leaving 4,222 shares worth $505K. The position accounts for 0.05% of the portfolio, ranked #228.

Catalyst Financial Partners first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Catalyst Financial Partners held 4,222 shares of Vanguard Information Technology ETF worth $505K as of Q2 2026.
Catalyst Financial Partners sold 250 Vanguard Information Technology ETF shares in Q2 2026, an estimated $27.4K.
Vanguard Information Technology ETF made up 0.05% of Catalyst Financial Partners's portfolio in Q2 2026, its #228 holding.
Catalyst Financial Partners first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.