FPCP
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Fort Point Capital Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Fort Point Capital 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
Q1 		$292K Hold
3,352
– – 0.04% 188
2025
Q4 		$318K Hold
3,352
– – 0.04% 190
2025
Q3 		$313K Sell
3,352
-424
-11% -$37K 0.04% 183
2025
Q2 		$313K Sell
3,776
-16
-0.4% -$1.16K 0.02% 276
2025
Q1 		$257K Sell
3,792
-184
-5% -$13.9K 0.03% 284
2024
Q4 		$309K Hold
3,976
– – 0.03% 262
2024
Q3 		$292K Sell
3,976
-64
-2% -$4.55K 0.04% 243
2024
Q2 		$291K Hold
4,040
– – 0.04% 259
2024
Q1 		$265K Hold
4,040
– – 0.04% 276
2023
Q4 		$244K Sell
4,040
-48
-1% -$2.67K 0.03% 266
2023
Q3 		$212K Sell
4,088
-2,392
-37% -$130K 0.03% 253
2023
Q2 		$358K Hold
6,480
– – 0.05% 197
2023
Q1 		$312K Sell
6,480
-2,616
-29% -$116K 0.05% 213
2022
Q4 		$363K Buy
9,096
+480
+6% +$19.6K 0.06% 185
2022
Q3 		$331K Buy
8,616
+1,440
+20% +$63.3K 0.06% 192
2022
Q2 		$293K Buy
7,176
+272
+4% +$12.3K 0.05% 222
2022
Q1 		$359K Buy
6,904
+200
+3% +$10.3K 0.05% 211
2021
Q4 		$384K Sell
6,704
-72
-1% -$3.95K 0.05% 200
2021
Q3 		$340K Hold
6,776
– – 0.05% 184
2021
Q2 		$338K Buy
6,776
+80
+1% +$3.77K 0.06% 130
2021
Q1 		$300K Sell
6,696
-12,088
-64% -$544K 0.06% 128
2020
Q4 		$831K Sell
18,784
-312
-2% -$12.8K 0.19% 68
2020
Q3 		$743K Buy
19,096
+3,776
+25% +$142K 0.19% 71
2020
Q2 		$534K Buy
+15,320
New +$478K 0.17% 66

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fort Point Capital Partners's VGT Position: Q1 2026 in Review

Fort Point Capital Partners held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 3,352 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #188.

Fort Point Capital Partners first reported a position in VGT in Q2 2020 and has held it in 24 quarters since. The position peaked at $831K in Q4 2020. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Fort Point Capital Partners held 3,352 shares of Vanguard Information Technology ETF worth $292K as of Q1 2026.
  • Fort Point Capital Partners left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
  • Vanguard Information Technology ETF made up 0.04% of Fort Point Capital Partners's portfolio in Q1 2026, its #188 holding.
  • Fort Point Capital Partners first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 24 quarters since.
  • Fort Point Capital Partners's Vanguard Information Technology ETF position peaked at $831K in Q4 2020.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.