CX Institutional’s Vanguard Information Technology ETF VGT Stock Holding History

CX Institutional’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	$11.1M	Buy	93,227 +87,651	+1,572%	+$9.6M	0.32%	70
2026 Q1	$487K	Buy	5,576 +1,720	+45%	+$158K	0.01%	465
2025 Q4	$363K	Buy	3,856 +752	+24%	+$71.5K	0.01%	512
2025 Q3	$290K	Sell	3,104 -6,392	-67%	-$559K	0.01%	580
2025 Q2	$787K	Buy	9,496 +7,680	+423%	+$558K	0.03%	304
2025 Q1	$123K	Sell	1,816 -6,480	-78%	-$488K	﹤0.01%	712
2024 Q4	$645K	Buy	8,296 +5,168	+165%	+$397K	0.03%	310
2024 Q3	$229K	Sell	3,128 -6,160	-66%	-$438K	0.01%	524
2024 Q2	$669K	Sell	9,288 -1,632	-15%	-$108K	0.03%	334
2024 Q1	$716K	Buy	10,920 +1,216	+13%	+$77.1K	0.03%	324
2023 Q4	$587K	Sell	9,704 -1,624	-14%	-$90.5K	0.03%	312
2023 Q3	$588K	Sell	11,328 -6,944	-38%	-$378K	0.03%	314
2023 Q2	$1.01M	Sell	18,272 -11,696	-39%	-$587K	0.05%	277
2023 Q1	$1.44M	Sell	29,968 -12,120	-29%	-$536K	0.08%	247
2022 Q4	$1.68M	Buy	42,088 +19,072	+83%	+$778K	0.1%	206
2022 Q3	$884K	Sell	23,016 -13,088	-36%	-$576K	0.06%	273
2022 Q2	$1.47M	Sell	36,104 -13,984	-28%	-$630K	0.11%	211
2022 Q1	$2.61M	Buy	50,088 +27,560	+122%	+$1.41M	0.21%	127
2021 Q4	$1.29M	Sell	22,528 -27,632	-55%	-$1.52M	0.1%	180
2021 Q3	$2.52M	Sell	50,160 -2,456	-5%	-$127K	0.21%	119
2021 Q2	$2.62M	Buy	52,616 +2,656	+5%	+$125K	0.22%	110
2021 Q1	$2.24M	Sell	49,960 -2,416	-5%	-$109K	0.2%	127
2020 Q4	$2.32M	Buy	52,376 +5,992	+13%	+$246K	0.22%	131
2020 Q3	$1.81M	Sell	46,384 -6,448	-12%	-$243K	0.19%	139
2020 Q2	$1.84M	Buy	52,832 +52,496	+15,624%	+$1.64M	0.24%	113
2020 Q1	$9K	Sell	336 -31,488	-99%	-$954K	﹤0.01%	470
2019 Q4	$974K	Sell	31,824 -8,448	-21%	-$242K	0.17%	114
2019 Q3	$1.08M	Buy	40,272 +31,768	+374%	+$855K	0.18%	121
2019 Q2	$224K	Sell	8,504 -51,464	-86%	-$1.33M	0.04%	211
2019 Q1	$1.5M	Buy	59,968 +54,728	+1,044%	+$1.27M	0.27%	105
2018 Q4	$109K	Buy	5,240 +4,040	+337%	+$91.5K	0.02%	195
2018 Q3	$30K	Hold	1,200	–	–	0.01%	213
2018 Q2	$27K	Buy	+1,200	New	+$26.9K	0.01%	187

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

CX Institutional's VGT Position: Q2 2026 in Review

CX Institutional increased its Vanguard Information Technology ETF (VGT) stake by 1,572% in Q2 2026, buying an estimated $9.6M and bringing the position to 93,227 shares worth $11.1M. The position accounts for 0.32% of the portfolio, ranked #70.

CX Institutional first reported a position in VGT in Q2 2018 and has held it in 33 quarters since. 502 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

CX Institutional held 93,227 shares of Vanguard Information Technology ETF worth $11.1M as of Q2 2026.
CX Institutional bought 87,651 Vanguard Information Technology ETF shares in Q2 2026, an estimated $9.6M.
Vanguard Information Technology ETF made up 0.32% of CX Institutional's portfolio in Q2 2026, its #70 holding.
CX Institutional first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 33 quarters since.
502 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.