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Cornerstone Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Cornerstone Financial Group’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 		$424K Sell
3,544
-25,512
-88% -$2.79M 0.26% 56
2026
Q1 		$381K Buy
29,056
+25,424
+700% +$2.34M 0.24% 59
2025
Q4 		$342K Hold
3,632
– – 0.24% 60
2025
Q3 		$339K Sell
3,632
-32
-0.9% -$2.8K 0.26% 60
2025
Q2 		$304K Hold
3,664
– – 0.26% 59
2025
Q1 		$274K Sell
3,664
-160
-4% -$12.1K 0.25% 60
2024
Q4 		$297K Buy
+3,824
New +$294K 0.29% 56

Other funds holding VGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CC
Copos Capital Luxembourg $740M AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Cornerstone Financial Group's VGT Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Vanguard Information Technology ETF (VGT) stake by 88% in Q2 2026, selling an estimated $2.79M and leaving 3,544 shares worth $424K. The position accounts for 0.26% of the portfolio, ranked #56.

Cornerstone Financial Group first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 1,763 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Cornerstone Financial Group held 3,544 shares of Vanguard Information Technology ETF worth $424K as of Q2 2026.
  • Cornerstone Financial Group sold 25,512 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.79M.
  • Vanguard Information Technology ETF made up 0.26% of Cornerstone Financial Group's portfolio in Q2 2026, its #56 holding.
  • Cornerstone Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,763 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.