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 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 $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

High Point Wealth Management's VGT Position: Q2 2026 in Review

High Point Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.69% in Q2 2026, selling an estimated $3.94K and leaving 5,180 shares worth $619K. The position accounts for 0.51% of the portfolio, ranked #51.

High Point Wealth Management first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. The position peaked at $917K in Q4 2025. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

High Point Wealth Management held 5,180 shares of Vanguard Information Technology ETF worth $619K as of Q2 2026.
High Point Wealth Management sold 36 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.94K.
Vanguard Information Technology ETF made up 0.51% of High Point Wealth Management's portfolio in Q2 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 3 quarters since.
High Point Wealth Management's Vanguard Information Technology ETF position peaked at $917K in Q4 2025.
1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.