Elevation Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Elevation Wealth Partners’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	$162K	Buy	1,289 +49	+4%	+$5.82K	0.05%	163
2026 Q2	$148K	Sell	1,240 -64	-5%	-$7.01K	0.04%	162
2026 Q1	$114K	Hold	1,304	–	–	0.04%	161
2025 Q4	$123K	Hold	1,304	–	–	0.04%	153
2025 Q3	$122K	Hold	1,304	–	–	0.04%	158
2025 Q2	$108K	Hold	1,304	–	–	0.04%	168
2025 Q1	$88.5K	Sell	1,304 -3,296	-72%	-$248K	0.04%	183
2024 Q4	$358K	Buy	4,600 +3,648	+383%	+$280K	0.15%	78
2024 Q3	$69.8K	Buy	952 +920	+2,875%	+$65.4K	0.03%	193
2024 Q2	$2.31K	Hold	32	–	–	﹤0.01%	446
2024 Q1	$2.1K	Buy	+32	New	+$2.03K	﹤0.01%	417

Other funds holding VGT

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

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

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Elevation Wealth Partners's VGT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 4% in Q3 2026, buying an estimated $5.82K and bringing the position to 1,289 shares worth $162K. The position accounts for 0.05% of the portfolio, ranked #163.

Elevation Wealth Partners first reported a position in VGT in Q1 2024 and has held it in 11 quarters since. The position peaked at $358K in Q4 2024. 967 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Elevation Wealth Partners held 1,289 shares of Vanguard Information Technology ETF worth $162K as of Q3 2026.
Elevation Wealth Partners bought 49 Vanguard Information Technology ETF shares in Q3 2026, an estimated $5.82K.
Vanguard Information Technology ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #163 holding.
Elevation Wealth Partners first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 11 quarters since.
Elevation Wealth Partners's Vanguard Information Technology ETF position peaked at $358K in Q4 2024.
967 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.