DecisionPoint Financial’s Vanguard Information Technology ETF VGT Stock Holding History

DecisionPoint Financial’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	$199K	Hold	1,696	–	–	0.04%	52
2026 Q1	$148K	Sell	1,696 -96	-5%	-$8.84K	0.03%	54
2025 Q4	$169K	Buy	1,792 +56	+3%	+$5.32K	0.04%	52
2025 Q3	$163K	Buy	1,736 +360	+26%	+$31.5K	0.04%	50
2025 Q2	$113K	Sell	1,376 -1,264	-48%	-$91.9K	0.03%	57
2025 Q1	$179K	Buy	2,640 +1,224	+86%	+$92.2K	0.05%	43
2024 Q4	$110K	Hold	1,416	–	–	0.03%	50
2024 Q3	$104K	Hold	1,416	–	–	0.03%	55
2024 Q2	$101K	Hold	1,416	–	–	0.03%	54
2024 Q1	$89.2K	Hold	1,416	–	–	0.04%	57
2023 Q4	$85.7K	Hold	1,416	–	–	0.04%	51
2023 Q3	$73.4K	Hold	1,416	–	–	0.04%	48
2023 Q2	$78.3K	Hold	1,416	–	–	0.04%	47
2023 Q1	$68.2K	Hold	1,416	–	–	0.04%	53
2022 Q4	$56.5K	Buy	+1,416	New	+$57.8K	0.03%	50

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DecisionPoint Financial's VGT Position: Q2 2026 in Review

DecisionPoint Financial held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 1,696 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #52.

DecisionPoint Financial first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. 2,194 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

DecisionPoint Financial held 1,696 shares of Vanguard Information Technology ETF worth $199K as of Q2 2026.
DecisionPoint Financial left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.04% of DecisionPoint Financial's portfolio in Q2 2026, its #52 holding.
DecisionPoint Financial first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
2,194 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.