InvesTrust’s Vanguard Information Technology ETF VGT Stock Holding History

InvesTrust’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	$427K	Sell	3,398 -420	-11%	-$49.9K	0.17%	82
2026 Q2	$456K	Sell	3,818 -150	-4%	-$16.4K	0.18%	84
2026 Q1	$346K	Hold	3,968	–	–	0.15%	86
2025 Q4	$374K	Hold	3,968	–	–	0.14%	86
2025 Q3	$370K	Hold	3,968	–	–	0.14%	88
2025 Q2	$329K	Sell	3,968 -16	-0.4%	-$1.16K	0.13%	88
2025 Q1	$270K	Hold	3,984	–	–	0.07%	90
2024 Q4	$313K	Buy	+3,984	New	+$306K	0.09%	88

Other funds holding VGT

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

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 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

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

InvesTrust's VGT Position: Q3 2026 in Review

InvesTrust reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q3 2026, selling an estimated $49.9K and leaving 3,398 shares worth $427K. The position accounts for 0.17% of the portfolio, ranked #82.

InvesTrust first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. The position peaked at $456K in Q2 2026. 1,160 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

InvesTrust held 3,398 shares of Vanguard Information Technology ETF worth $427K as of Q3 2026.
InvesTrust sold 420 Vanguard Information Technology ETF shares in Q3 2026, an estimated $49.9K.
Vanguard Information Technology ETF made up 0.17% of InvesTrust's portfolio in Q3 2026, its #82 holding.
InvesTrust first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
InvesTrust's Vanguard Information Technology ETF position peaked at $456K in Q2 2026.
1,160 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.