CWM
VGT icon

Cornerstone Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Cornerstone Wealth Management’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 		$2.38M Buy
19,935
+63
+0.3% +$6.9K 0.1% 190
2026
Q1 		$1.73M Sell
19,872
-2,424
-11% -$223K 0.09% 210
2025
Q4 		$2.1M Sell
22,296
-2,040
-8% -$194K 0.11% 178
2025
Q3 		$2.27M Sell
24,336
-1,904
-7% -$166K 0.13% 153
2025
Q2 		$2.18M Sell
26,240
-3,696
-12% -$269K 0.13% 147
2025
Q1 		$2.03M Buy
29,936
+8
+0% +$603 0.14% 147
2024
Q4 		$2.33M Sell
29,928
-216
-0.7% -$16.6K 0.16% 131
2024
Q3 		$2.21M Buy
30,144
+376
+1% +$26.7K 0.16% 134
2024
Q2 		$2.15M Buy
29,768
+640
+2% +$42.5K 0.17% 125
2024
Q1 		$1.91M Buy
29,128
+1,816
+7% +$115K 0.15% 132
2023
Q4 		$1.65M Buy
27,312
+4,928
+22% +$275K 0.14% 137
2023
Q3 		$1.16M Buy
22,384
+1,072
+5% +$58.3K 0.11% 162
2023
Q2 		$1.18M Sell
21,312
-1,224
-5% -$61.5K 0.11% 163
2023
Q1 		$1.09M Buy
+22,536
New +$996K 0.11% 166
2022
Q3 		$1.13M Sell
29,480
-1,168
-4% -$51.4K 0.13% 142
2022
Q2 		$1.25M Sell
30,648
-2,136
-7% -$96.2K 0.14% 137
2022
Q1 		$1.71M Buy
32,784
+528
+2% +$27.1K 0.17% 124
2021
Q4 		$1.85M Buy
32,256
+3,008
+10% +$165K 0.18% 123
2021
Q3 		$1.47M Sell
29,248
-1,424
-5% -$73.8K 0.16% 136
2021
Q2 		$1.53M Buy
30,672
+56
+0.2% +$2.64K 0.16% 131
2021
Q1 		$1.37M Buy
30,616
+2,096
+7% +$94.3K 0.16% 132
2020
Q4 		$1.26M Sell
28,520
-552
-2% -$22.7K 0.16% 124
2020
Q3 		$1.13M Sell
29,072
-512
-2% -$19.3K 0.17% 120
2020
Q2 		$1.03M Sell
29,584
-928
-3% -$29K 0.17% 125
2020
Q1 		$808K Sell
30,512
-568
-2% -$17.2K 0.16% 129
2019
Q4 		$951K Sell
31,080
-2,552
-8% -$73K 0.15% 136
2019
Q3 		$906K Sell
33,632
-2,440
-7% -$65.7K 0.16% 136
2019
Q2 		$953K Buy
36,072
+1,648
+5% +$42.5K 0.17% 126
2019
Q1 		$957K Buy
34,424
+2,448
+8% +$56.9K 0.12% 186
2018
Q4 		$668K Sell
31,976
-6,339,240
-99% -$144M 0.14% 150
2018
Q3 		$5.14M Buy
6,371,216
+408,832
+7% +$9.94M 0.06% 284
2018
Q2 		$4.07M Buy
5,962,384
+5,926,368
+16,455% +$133M 0.05% 359
2018
Q1 		$753K Sell
36,016
-600
-2% -$13.1K 0.14% 140
2017
Q4 		$790K Sell
36,616
-4,496
-11% -$91.2K 0.15% 141
2017
Q3 		$793K Buy
41,112
+1,144
+3% +$21.2K 0.16% 128
2017
Q2 		$713K Sell
39,968
-2,336
-6% -$41.1K 0.16% 136
2017
Q1 		$714K Buy
42,304
+24,008
+131% +$392K 0.18% 116
2016
Q4 		$280K Sell
18,296
-1,168
-6% -$17.6K 0.09% 222
2016
Q3 		$291K Buy
+19,464
New +$282K 0.11% 200

Other funds holding VGT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Cornerstone Wealth Management's VGT Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.32% in Q2 2026, buying an estimated $6.9K and bringing the position to 19,935 shares worth $2.38M. The position accounts for 0.1% of the portfolio, ranked #190.

Cornerstone Wealth Management first reported a position in VGT in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.14M in Q3 2018. 925 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Cornerstone Wealth Management held 19,935 shares of Vanguard Information Technology ETF worth $2.38M as of Q2 2026.
  • Cornerstone Wealth Management bought 63 Vanguard Information Technology ETF shares in Q2 2026, an estimated $6.9K.
  • Vanguard Information Technology ETF made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Vanguard Information Technology ETF position peaked at $5.14M in Q3 2018.
  • 925 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.