Members Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Members Wealth’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	Buy	4,917 +184	+4%	+$21.9K	0.32%	52
2026 Q2	$566K	Hold	4,733	–	–	0.31%	55
2026 Q1	$488K	Buy	4,733 +173	+4%	+$15.9K	0.29%	55
2025 Q4	$433K	Sell	4,560 -480	-10%	-$45.6K	0.27%	66
2025 Q3	$474K	Buy	+5,040	New	+$440K	0.3%	55
2025 Q1	$342K	Sell	5,040 -232	-4%	-$17.5K	0.26%	74
2024 Q4	$413K	Buy	+5,272	New	+$405K	0.31%	62
2024 Q2	$423K	Buy	+5,040	New	+$335K	0.28%	60

Other funds holding VGT

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

TGY2IT

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

CFGSD

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

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Members Wealth's VGT Position: Q3 2026 in Review

Members Wealth increased its Vanguard Information Technology ETF (VGT) stake by 3.9% in Q3 2026, buying an estimated $21.9K and bringing the position to 4,917 shares worth $636K. The position accounts for 0.32% of the portfolio, ranked #52.

Members Wealth first reported a position in VGT in Q2 2024 and has held it in 8 quarters since. 1,073 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Members Wealth held 4,917 shares of Vanguard Information Technology ETF worth $636K as of Q3 2026.
Members Wealth bought 184 Vanguard Information Technology ETF shares in Q3 2026, an estimated $21.9K.
Vanguard Information Technology ETF made up 0.32% of Members Wealth's portfolio in Q3 2026, its #52 holding.
Members Wealth first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 8 quarters since.
1,073 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.