CX Institutional
VGT icon

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
Q3 		$546K Sell
4,342
-88,885
-95% -$10.6M 0.01% 453
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 +$27K 0.01% 187

Other funds holding VGT

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CX Institutional's VGT Position: Q3 2026 in Review

CX Institutional reduced its Vanguard Information Technology ETF (VGT) stake by 95% in Q3 2026, selling an estimated $10.6M and leaving 4,342 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #453.

CX Institutional first reported a position in VGT in Q2 2018 and has held it in 34 quarters since. The position peaked at $11.1M in Q2 2026. 781 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • CX Institutional held 4,342 shares of Vanguard Information Technology ETF worth $546K as of Q3 2026.
  • CX Institutional sold 88,885 Vanguard Information Technology ETF shares in Q3 2026, an estimated $10.6M.
  • Vanguard Information Technology ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #453 holding.
  • CX Institutional first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 34 quarters since.
  • CX Institutional's Vanguard Information Technology ETF position peaked at $11.1M in Q2 2026.
  • 781 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.