Cypress Wealth Services
VGT icon

Cypress Wealth Services’s Vanguard Information Technology ETF VGT Stock Holding History

Cypress Wealth Services’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 		$1.48M Hold
11,414
– – 0.17% 92
2026
Q2 		$1.36M Sell
11,414
-674
-6% -$73.8K 0.17% 99
2026
Q1 		$1.05M Sell
12,088
-224
-2% -$20.6K 0.15% 111
2025
Q4 		$1.16M Buy
+12,312
New +$1.17M 0.16% 107

Other funds holding VGT

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cypress Wealth Services's VGT Position: Q3 2026 in Review

Cypress Wealth Services held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 11,414 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #92.

Cypress Wealth Services first reported a position in VGT in Q4 2025 and has held it in 4 quarters since. 1,371 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Cypress Wealth Services held 11,414 shares of Vanguard Information Technology ETF worth $1.48M as of Q3 2026.
  • Cypress Wealth Services left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
  • Vanguard Information Technology ETF made up 0.17% of Cypress Wealth Services's portfolio in Q3 2026, its #92 holding.
  • Cypress Wealth Services first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.