Gradient Investments’s Vanguard Information Technology ETF VGT Stock Holding History

Gradient Investments’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	$558K	Sell	4,439 -913	-17%	-$108K	0.01%	367
2026 Q2	$640K	Sell	5,352 -904	-14%	-$99K	0.01%	356
2026 Q1	$545K	Buy	6,256 +2,656	+74%	+$245K	0.01%	349
2025 Q4	$339K	Buy	3,600 +184	+5%	+$17.5K	0.01%	305
2025 Q3	$319K	Buy	+3,416	New	+$298K	0.01%	328
2024 Q3	–	Sell	-1,496	Closed	-$108K	–	1251
2024 Q2	$108K	Buy	1,496 +48	+3%	+$3.19K	﹤0.01%	395
2024 Q1	$94.9K	Sell	1,448 -632	-30%	-$40.1K	﹤0.01%	360
2023 Q4	$126K	Buy	2,080 +120	+6%	+$6.69K	﹤0.01%	391
2023 Q3	$102K	Sell	1,960 -256	-12%	-$13.9K	﹤0.01%	387
2023 Q2	$123K	Sell	2,216 -288	-12%	-$14.5K	﹤0.01%	379
2023 Q1	$121K	Buy	2,504 +1,640	+190%	+$72.5K	﹤0.01%	354
2022 Q4	$34.5K	Buy	864 +512	+145%	+$20.9K	﹤0.01%	576
2022 Q3	$14K	Hold	352	–	–	﹤0.01%	742
2022 Q2	$14K	Hold	352	–	–	﹤0.01%	716
2022 Q1	$18K	Hold	352	–	–	﹤0.01%	669
2021 Q4	$20K	Sell	352 -16	-4%	-$878	﹤0.01%	664
2021 Q3	$18K	Buy	368 +16	+5%	+$829	﹤0.01%	667
2021 Q2	$18K	Hold	352	–	–	﹤0.01%	656
2021 Q1	$16K	Hold	352	–	–	﹤0.01%	667
2020 Q4	$14K	Hold	352	–	–	﹤0.01%	642
2020 Q3	$14K	Sell	352 -224	-39%	-$8.43K	﹤0.01%	646
2020 Q2	$20K	Buy	576 +232	+67%	+$7.24K	﹤0.01%	533
2020 Q1	$9K	Hold	344	–	–	﹤0.01%	683
2019 Q4	$11K	Hold	344	–	–	﹤0.01%	679
2019 Q3	$9K	Sell	344 -648	-65%	-$17.4K	﹤0.01%	694
2019 Q2	$26K	Hold	992	–	–	﹤0.01%	475
2019 Q1	$25K	Hold	992	–	–	﹤0.01%	422
2018 Q4	$21K	Buy	992 +768	+343%	+$17.4K	﹤0.01%	448
2018 Q3	$6K	Buy	+224	New	+$5.45K	﹤0.01%	719
2017 Q2	–	Sell	-768	Closed	-$13K	–	914
2017 Q1	$13K	Buy	+768	New	+$12.6K	﹤0.01%	477
2016 Q4	–	Sell	-752	Closed	-$11K	–	805
2016 Q3	$11K	Buy	+752	New	+$10.9K	﹤0.01%	444

Other funds holding VGT

AAG

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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Gradient Investments's VGT Position: Q3 2026 in Review

Gradient Investments reduced its Vanguard Information Technology ETF (VGT) stake by 17% in Q3 2026, selling an estimated $108K and leaving 4,439 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #367.

Gradient Investments first reported a position in VGT in Q3 2016 and has held it in 31 quarters since. The position peaked at $640K in Q2 2026. 131 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Gradient Investments held 4,439 shares of Vanguard Information Technology ETF worth $558K as of Q3 2026.
Gradient Investments sold 913 Vanguard Information Technology ETF shares in Q3 2026, an estimated $108K.
Vanguard Information Technology ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #367 holding.
Gradient Investments first reported a position in Vanguard Information Technology ETF in Q3 2016 and has held it in 31 quarters since.
Gradient Investments's Vanguard Information Technology ETF position peaked at $640K in Q2 2026.
131 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.