Creative Financial Designs’s Vanguard Information Technology ETF VGT Stock Holding History

Creative Financial Designs’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	$11.4M	Buy	95,436 +3,276	+4%	+$359K	0.54%	44
2026 Q1	$8.04M	Sell	92,160 -4,944	-5%	-$455K	0.49%	49
2025 Q4	$9.15M	Buy	97,104 +1,312	+1%	+$125K	0.58%	41
2025 Q3	$8.94M	Buy	95,792 +5,536	+6%	+$484K	0.6%	38
2025 Q2	$7.48M	Buy	90,256 +31,656	+54%	+$2.3M	0.54%	42
2025 Q1	$3.97M	Buy	58,600 +9,880	+20%	+$744K	0.32%	67
2024 Q4	$3.79M	Sell	48,720 -46,696	-49%	-$3.59M	0.31%	71
2024 Q3	$7M	Sell	95,416 -832	-0.9%	-$59.1K	0.59%	36
2024 Q2	$6.94M	Buy	96,248 +3,512	+4%	+$233K	0.62%	36
2024 Q1	$6.08M	Buy	92,736 +5,560	+6%	+$352K	0.57%	38
2023 Q4	$5.27M	Sell	87,176 -808	-0.9%	-$45K	0.54%	40
2023 Q3	$4.56M	Buy	87,984 +4,424	+5%	+$241K	0.53%	41
2023 Q2	$4.62M	Buy	83,560 +4,104	+5%	+$206K	0.54%	42
2023 Q1	$3.83M	Buy	79,456 +8,744	+12%	+$387K	0.5%	47
2022 Q4	$2.82M	Buy	70,712 +1,904	+3%	+$77.7K	0.42%	58
2022 Q3	$2.64M	Buy	68,808 +5,888	+9%	+$259K	0.43%	46
2022 Q2	$2.57M	Buy	62,920 +7,560	+14%	+$341K	0.42%	57
2022 Q1	$2.88M	Sell	55,360 -2,016	-4%	-$103K	0.44%	50
2021 Q4	$3.29M	Buy	57,376 +2,624	+5%	+$144K	0.5%	45
2021 Q3	$2.75M	Buy	54,752 +5,888	+12%	+$305K	0.45%	46
2021 Q2	$2.44M	Buy	48,864 +2,688	+6%	+$127K	0.42%	54
2021 Q1	$2.07M	Buy	46,176 +2,136	+5%	+$96.1K	0.4%	54
2020 Q4	$1.95M	Buy	44,040 +680	+2%	+$28K	0.42%	47
2020 Q3	$1.69M	Buy	43,360 +14,080	+48%	+$530K	0.42%	52
2020 Q2	$1.02M	Buy	+29,280	New	+$914K	0.31%	62
2017 Q4	–	Sell	-2,056	Closed	-$39K	–	788
2017 Q3	$39K	Hold	2,056	–	–	0.02%	262
2017 Q2	$36K	Hold	2,056	–	–	0.02%	261
2017 Q1	$35K	Sell	2,056 -264	-11%	-$4.31K	0.03%	263
2016 Q4	$35K	Buy	+2,320	New	+$35K	0.03%	261

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Creative Financial Designs's VGT Position: Q2 2026 in Review

Creative Financial Designs increased its Vanguard Information Technology ETF (VGT) stake by 3.6% in Q2 2026, buying an estimated $359K and bringing the position to 95,436 shares worth $11.4M. The position accounts for 0.54% of the portfolio, ranked #44.

Creative Financial Designs first reported a position in VGT in Q4 2016 and has held it in 29 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Creative Financial Designs held 95,436 shares of Vanguard Information Technology ETF worth $11.4M as of Q2 2026.
Creative Financial Designs bought 3,276 Vanguard Information Technology ETF shares in Q2 2026, an estimated $359K.
Vanguard Information Technology ETF made up 0.54% of Creative Financial Designs's portfolio in Q2 2026, its #44 holding.
Creative Financial Designs first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 29 quarters since.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.