CGFA
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Colton Groome Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Colton Groome Financial Advisors’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 		$330K Sell
2,628
-574
-18% -$68.2K 0.08% 115
2026
Q2 		$383K Sell
3,202
-134
-4% -$14.7K 0.09% 113
2026
Q1 		$291K Sell
3,336
-1,280
-28% -$118K 0.08% 112
2025
Q4 		$435K Sell
4,616
-88
-2% -$8.36K 0.12% 89
2025
Q3 		$439K Buy
4,704
+144
+3% +$12.6K 0.13% 88
2025
Q2 		$378K Hold
4,560
– – 0.13% 92
2025
Q1 		$313K Buy
+4,560
New +$344K 0.12% 94

Other funds holding VGT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Colton Groome Financial Advisors's VGT Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 18% in Q3 2026, selling an estimated $68.2K and leaving 2,628 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #115.

Colton Groome Financial Advisors first reported a position in VGT in Q1 2025 and has held it in 7 quarters since. The position peaked at $439K in Q3 2025. 131 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Colton Groome Financial Advisors held 2,628 shares of Vanguard Information Technology ETF worth $330K as of Q3 2026.
  • Colton Groome Financial Advisors sold 574 Vanguard Information Technology ETF shares in Q3 2026, an estimated $68.2K.
  • Vanguard Information Technology ETF made up 0.08% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #115 holding.
  • Colton Groome Financial Advisors first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 7 quarters since.
  • Colton Groome Financial Advisors's Vanguard Information Technology ETF position peaked at $439K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.