Cornerstone Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Cornerstone 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
2025 Q3	–	Sell	-58,400	Closed	-$4.84M	–	279
2025 Q2	$4.84M	Sell	58,400 -4,000	-6%	-$291K	0.17%	118
2025 Q1	$4.23M	Hold	62,400	–	–	0.18%	127
2024 Q4	$4.85M	Hold	62,400	–	–	0.19%	112
2024 Q3	$4.57M	Buy	+62,400	New	+$4.43M	0.18%	126
2024 Q2	–	Sell	-16,000	Closed	-$1.05M	–	312
2024 Q1	$1.05M	Sell	16,000 -120,000	-88%	-$7.61M	0.04%	268
2023 Q4	$8.23M	Sell	136,000 -19,016	-12%	-$1.06M	0.36%	75
2023 Q3	$8.04M	Buy	155,016 +75,016	+94%	+$4.08M	0.37%	66
2023 Q2	$4.42M	Buy	+80,000	New	+$4.02M	0.21%	124

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Cornerstone Advisors's VGT Position: Q3 2025 in Review

Cornerstone Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 58,400 shares — an estimated $4.84M sold.

Cornerstone Advisors first reported a position in VGT in Q2 2023 and held it in 8 quarters. The position peaked at $8.23M in Q4 2023. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Cornerstone Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
Cornerstone Advisors sold 58,400 Vanguard Information Technology ETF shares in Q3 2025, an estimated $4.84M.
Cornerstone Advisors first reported a position in Vanguard Information Technology ETF in Q2 2023 and held it in 8 quarters.
Cornerstone Advisors's Vanguard Information Technology ETF position peaked at $8.23M in Q4 2023.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Cornerstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.