Commonwealth Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Commonwealth Financial Services’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	$557K	Hold	4,430	–	–	0.1%	107
2026 Q2	$529K	Buy	4,430 +6	+0.1%	+$657	0.07%	140
2026 Q1	$386K	Buy	4,424 +56	+1%	+$5.16K	0.06%	145
2025 Q4	$411K	Buy	4,368 +8	+0.2%	+$760	0.07%	140
2025 Q3	$407K	Hold	4,360	–	–	0.07%	136
2025 Q2	$361K	Buy	4,360 +8	+0.2%	+$582	0.07%	139
2025 Q1	$295K	Hold	4,352	–	–	0.06%	149
2024 Q4	$338K	Sell	4,352 -8	-0.2%	-$614	0.07%	135
2024 Q3	$312K	Buy	4,360 +16	+0.4%	+$1.14K	0.06%	146
2024 Q2	$326K	Buy	4,344 +16	+0.4%	+$1.06K	0.07%	127
2024 Q1	$262K	Hold	4,328	–	–	0.06%	153
2023 Q4	$262K	Buy	4,328 +8	+0.2%	+$446	0.06%	153
2023 Q3	$224K	Buy	+4,320	New	+$235K	0.07%	166

Other funds holding VGT

TGY2IT

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

CFGSD

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

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Financial Services's VGT Position: Q3 2026 in Review

Commonwealth Financial Services held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 4,430 shares worth $557K. The position accounts for 0.1% of the portfolio, ranked #107.

Commonwealth Financial Services first reported a position in VGT in Q3 2023 and has held it in 13 quarters since. 781 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Commonwealth Financial Services held 4,430 shares of Vanguard Information Technology ETF worth $557K as of Q3 2026.
Commonwealth Financial Services left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.1% of Commonwealth Financial Services's portfolio in Q3 2026, its #107 holding.
Commonwealth Financial Services first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 13 quarters since.
781 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.