Crown Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

Crown Wealth 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 Q3	$639K	Hold	5,088	–	–	0.16%	69
2026 Q2	$608K	Sell	5,088 -48	-0.9%	-$5.26K	0.15%	69
2026 Q1	$448K	Buy	5,136 +48	+0.9%	+$4.42K	0.13%	75
2025 Q4	$479K	Sell	5,088 -1,576	-24%	-$150K	0.13%	68
2025 Q3	$622K	Buy	6,664 +1,496	+29%	+$131K	0.19%	61
2025 Q2	$428K	Buy	5,168 +1,408	+37%	+$102K	0.16%	64
2025 Q1	$255K	Hold	3,760	–	–	0.13%	81
2024 Q4	$292K	Hold	3,760	–	–	0.12%	89
2024 Q3	$276K	Hold	3,760	–	–	0.12%	89
2024 Q2	$271K	Hold	3,760	–	–	0.14%	81
2024 Q1	$246K	Hold	3,760	–	–	0.13%	85
2023 Q4	$227K	Buy	+3,760	New	+$209K	0.14%	81
2022 Q1	–	Sell	-6,072	Closed	-$348K	–	123
2021 Q4	$348K	Buy	+6,072	New	+$333K	0.32%	55

Other funds holding VGT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CFGSD

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Crown Wealth Group's VGT Position: Q3 2026 in Review

Crown Wealth Group held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 5,088 shares worth $639K. The position accounts for 0.16% of the portfolio, ranked #69.

Crown Wealth Group first reported a position in VGT in Q4 2021 and has held it in 13 quarters since. 1,524 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Crown Wealth Group held 5,088 shares of Vanguard Information Technology ETF worth $639K as of Q3 2026.
Crown Wealth Group left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.16% of Crown Wealth Group's portfolio in Q3 2026, its #69 holding.
Crown Wealth Group first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 13 quarters since.
1,524 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.