CWS
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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

Cypress Wealth Services's VGT Position: Q2 2026 in Review

Cypress Wealth Services reduced its Vanguard Information Technology ETF (VGT) stake by 5.6% in Q2 2026, selling an estimated $73.8K and leaving 11,414 shares worth $1.36M. The position accounts for 0.17% of the portfolio, ranked #99.

Cypress Wealth Services first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 936 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Cypress Wealth Services held 11,414 shares of Vanguard Information Technology ETF worth $1.36M as of Q2 2026.
  • Cypress Wealth Services sold 674 Vanguard Information Technology ETF shares in Q2 2026, an estimated $73.8K.
  • Vanguard Information Technology ETF made up 0.17% of Cypress Wealth Services's portfolio in Q2 2026, its #99 holding.
  • Cypress Wealth Services first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 936 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.