High Point Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

High Point Wealth Management’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	$636K	Sell	5,065 -115	-2%	-$13.7K	0.5%	51
2026 Q2	$619K	Sell	5,180 -36	-0.7%	-$3.94K	0.51%	51
2026 Q1	$455K	Sell	5,216 -4,520	-46%	-$416K	0.44%	57
2025 Q4	$917K	Buy	+9,736	New	+$925K	0.86%	31

Other funds holding VGT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

High Point Wealth Management's VGT Position: Q3 2026 in Review

High Point Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 2.2% in Q3 2026, selling an estimated $13.7K and leaving 5,065 shares worth $636K. The position accounts for 0.5% of the portfolio, ranked #51.

High Point Wealth Management first reported a position in VGT in Q4 2025 and has held it in 4 quarters since. The position peaked at $917K in Q4 2025. 1,532 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

High Point Wealth Management held 5,065 shares of Vanguard Information Technology ETF worth $636K as of Q3 2026.
High Point Wealth Management sold 115 Vanguard Information Technology ETF shares in Q3 2026, an estimated $13.7K.
Vanguard Information Technology ETF made up 0.5% of High Point Wealth Management's portfolio in Q3 2026, its #51 holding.
High Point Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 4 quarters since.
High Point Wealth Management's Vanguard Information Technology ETF position peaked at $917K in Q4 2025.
1,532 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.