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

Define 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 Q3	$460K	Buy	3,657 +4	+0.1%	+$475	0.19%	27
2026 Q2	$437K	Buy	3,653 +5	+0.1%	+$547	0.2%	29
2026 Q1	$318K	Hold	3,648	–	–	0.17%	30
2025 Q4	$343K	Buy	3,648 +8	+0.2%	+$760	0.19%	29
2025 Q3	$340K	Hold	3,640	–	–	0.2%	28
2025 Q2	$301K	Buy	3,640 +8	+0.2%	+$582	0.2%	26
2025 Q1	$236K	Buy	3,632 +8	+0.2%	+$603	0.18%	29
2024 Q4	$282K	Buy	+3,624	New	+$278K	0.21%	24

Other funds holding VGT

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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 Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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 Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Define Financial's VGT Position: Q3 2026 in Review

Define Financial increased its Vanguard Information Technology ETF (VGT) stake by 0.11% in Q3 2026, buying an estimated $475 and bringing the position to 3,657 shares worth $460K. The position accounts for 0.19% of the portfolio, ranked #27.

Define Financial first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. 1,298 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Define Financial held 3,657 shares of Vanguard Information Technology ETF worth $460K as of Q3 2026.
Define Financial bought 4 Vanguard Information Technology ETF shares in Q3 2026, an estimated $475.
Vanguard Information Technology ETF made up 0.19% of Define Financial's portfolio in Q3 2026, its #27 holding.
Define Financial first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
1,298 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.