GFG
VGT icon

Goldstone Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Goldstone Financial Group’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 		$3.34M Sell
27,986
-2,742
-9% -$300K 0.31% 66
2026
Q1 		$2.68M Sell
30,728
-1,744
-5% -$161K 0.29% 66
2025
Q4 		$3.06M Buy
32,472
+4,480
+16% +$426K 0.34% 55
2025
Q3 		$2.61M Buy
27,992
+4,192
+18% +$366K 0.31% 60
2025
Q2 		$2.01M Sell
23,800
-1,016
-4% -$73.9K 0.26% 64
2025
Q1 		$1.68M Buy
24,816
+5,368
+28% +$404K 0.25% 67
2024
Q4 		$1.51M Buy
19,448
+4,736
+32% +$364K 0.24% 67
2024
Q3 		$1.08M Sell
14,712
-1,704
-10% -$121K 0.19% 84
2024
Q2 		$1.18M Sell
16,416
-528
-3% -$35.1K 0.24% 71
2024
Q1 		$1.11M Buy
16,944
+456
+3% +$28.9K 0.25% 69
2023
Q4 		$998K Buy
16,488
+392
+2% +$21.8K 0.26% 70
2023
Q3 		$835K Buy
16,096
+312
+2% +$17K 0.25% 81
2023
Q2 		$872K Buy
+15,784
New +$793K 0.26% 70

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldstone Financial Group's VGT Position: Q2 2026 in Review

Goldstone Financial Group reduced its Vanguard Information Technology ETF (VGT) stake by 8.9% in Q2 2026, selling an estimated $300K and leaving 27,986 shares worth $3.34M. The position accounts for 0.31% of the portfolio, ranked #66.

Goldstone Financial Group first reported a position in VGT in Q2 2023 and has held it in 13 quarters since. 2,199 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Goldstone Financial Group held 27,986 shares of Vanguard Information Technology ETF worth $3.34M as of Q2 2026.
  • Goldstone Financial Group sold 2,742 Vanguard Information Technology ETF shares in Q2 2026, an estimated $300K.
  • Vanguard Information Technology ETF made up 0.31% of Goldstone Financial Group's portfolio in Q2 2026, its #66 holding.
  • Goldstone Financial Group first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.