Dynamic Advisor Solutions
VGT icon

Dynamic Advisor Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Dynamic Advisor Solutions’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 		$3.11M Sell
24,780
-1,727
-7% -$205K 0.09% 232
2026
Q2 		$3.17M Buy
26,507
+7,155
+37% +$783K 0.09% 236
2026
Q1 		$1.69M Buy
19,352
+1,024
+6% +$94.3K 0.05% 350
2025
Q4 		$1.73M Sell
18,328
-2,352
-11% -$223K 0.06% 328
2025
Q3 		$1.93M Buy
20,680
+2,736
+15% +$239K 0.06% 329
2025
Q2 		$1.49M Sell
17,944
-520
-3% -$37.8K 0.05% 355
2025
Q1 		$1.25M Buy
+18,464
New +$1.39M 0.04% 374
2024
Q4 		– Sell
-22,832
Closed -$1.67M – 883
2024
Q3 		$1.67M Sell
22,832
-3,632
-14% -$258K 0.05% 327
2024
Q2 		$1.91M Sell
26,464
-1,520
-5% -$101K 0.06% 303
2024
Q1 		$1.83M Buy
27,984
+3,456
+14% +$219K 0.06% 311
2023
Q4 		$1.42M Buy
24,528
+1,960
+9% +$109K 0.05% 342
2023
Q3 		$1.17M Buy
22,568
+1,168
+5% +$63.5K 0.06% 317
2023
Q2 		$1.18M Buy
21,400
+272
+1% +$13.7K 0.06% 300
2023
Q1 		$1.02M Buy
21,128
+3,848
+22% +$170K 0.06% 314
2022
Q4 		$690K Buy
17,280
+512
+3% +$20.9K 0.05% 358
2022
Q3 		$644K Sell
16,768
-3,904
-19% -$172K 0.05% 338
2022
Q2 		$844K Sell
20,672
-2,376
-10% -$107K 0.06% 280
2022
Q1 		$1.2M Buy
23,048
+1,256
+6% +$64.5K 0.08% 236
2021
Q4 		$1.25M Sell
21,792
-1,032
-5% -$56.7K 0.09% 236
2021
Q3 		$1.14M Buy
22,824
+304
+1% +$15.8K 0.09% 261
2021
Q2 		$1.12M Buy
22,520
+704
+3% +$33.2K 0.09% 257
2021
Q1 		$978K Sell
21,816
-5,104
-19% -$230K 0.09% 250
2020
Q4 		$1.19M Sell
26,920
-4,056
-13% -$167K 0.11% 202
2020
Q3 		$1.21M Buy
30,976
+8,136
+36% +$306K 0.14% 180
2020
Q2 		$796K Buy
22,840
+7,856
+52% +$245K 0.11% 216
2020
Q1 		$397K Sell
14,984
-3,480
-19% -$105K 0.07% 283
2019
Q4 		$565K Buy
18,464
+568
+3% +$16.3K 0.08% 281
2019
Q3 		$482K Buy
17,896
+3,368
+23% +$90.7K 0.07% 282
2019
Q2 		$383K Buy
14,528
+1,120
+8% +$28.9K 0.06% 310
2019
Q1 		$336K Buy
13,408
+176
+1% +$4.09K 0.06% 282
2018
Q4 		$296K Sell
13,232
-2,904
-18% -$65.8K 0.06% 289
2018
Q3 		$408K Buy
16,136
+1,704
+12% +$41.4K 0.08% 252
2018
Q2 		$327K Buy
+14,432
New +$324K 0.07% 278

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
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
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
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's VGT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Information Technology ETF (VGT) stake by 6.5% in Q3 2026, selling an estimated $205K and leaving 24,780 shares worth $3.11M. The position accounts for 0.09% of the portfolio, ranked #232.

Dynamic Advisor Solutions first reported a position in VGT in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.17M in Q2 2026. 543 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Dynamic Advisor Solutions held 24,780 shares of Vanguard Information Technology ETF worth $3.11M as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,727 Vanguard Information Technology ETF shares in Q3 2026, an estimated $205K.
  • Vanguard Information Technology ETF made up 0.09% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #232 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 33 quarters since.
  • Dynamic Advisor Solutions's Vanguard Information Technology ETF position peaked at $3.17M in Q2 2026.
  • 543 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.