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 Q3	$645K	Buy	5,135 +913	+22%	+$108K	0.06%	186
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Catalyst Financial Partners's VGT Position: Q3 2026 in Review

Catalyst Financial Partners increased its Vanguard Information Technology ETF (VGT) stake by 22% in Q3 2026, buying an estimated $108K and bringing the position to 5,135 shares worth $645K. The position accounts for 0.06% of the portfolio, ranked #186.

Catalyst Financial Partners first reported a position in VGT in Q2 2025 and has held it in 6 quarters since. 1,532 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Catalyst Financial Partners held 5,135 shares of Vanguard Information Technology ETF worth $645K as of Q3 2026.
Catalyst Financial Partners bought 913 Vanguard Information Technology ETF shares in Q3 2026, an estimated $108K.
Vanguard Information Technology ETF made up 0.06% of Catalyst Financial Partners's portfolio in Q3 2026, its #186 holding.
Catalyst Financial Partners first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 6 quarters since.
1,532 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.