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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Crown Wealth Group's VGT Position: Q2 2026 in Review

Crown Wealth Group reduced its Vanguard Information Technology ETF (VGT) stake by 0.93% in Q2 2026, selling an estimated $5.26K and leaving 5,088 shares worth $608K. The position accounts for 0.15% of the portfolio, ranked #69.

Crown Wealth Group first reported a position in VGT in Q4 2021 and has held it in 12 quarters since. The position peaked at $622K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Crown Wealth Group held 5,088 shares of Vanguard Information Technology ETF worth $608K as of Q2 2026.
Crown Wealth Group sold 48 Vanguard Information Technology ETF shares in Q2 2026, an estimated $5.26K.
Vanguard Information Technology ETF made up 0.15% of Crown Wealth Group's portfolio in Q2 2026, its #69 holding.
Crown Wealth Group first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 12 quarters since.
Crown Wealth Group's Vanguard Information Technology ETF position peaked at $622K in Q3 2025.
1,061 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.