Milestone Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Milestone Asset 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	$223K	Sell	1,773 -659	-27%	-$78.3K	0.04%	224
2026 Q2	$291K	Buy	+2,432	New	+$266K	0.05%	222
2023 Q2	–	Sell	-46,864	Closed	-$2.26M	–	81
2023 Q1	$2.26M	Buy	+46,864	New	+$2.07M	1.29%	22

Other funds holding VGT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Milestone Asset Management's VGT Position: Q3 2026 in Review

Milestone Asset Management reduced its Vanguard Information Technology ETF (VGT) stake by 27% in Q3 2026, selling an estimated $78.3K and leaving 1,773 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #224.

Milestone Asset Management first reported a position in VGT in Q1 2023 and has held it in 3 quarters since. The position peaked at $2.26M in Q1 2023. 2,009 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Milestone Asset Management held 1,773 shares of Vanguard Information Technology ETF worth $223K as of Q3 2026.
Milestone Asset Management sold 659 Vanguard Information Technology ETF shares in Q3 2026, an estimated $78.3K.
Vanguard Information Technology ETF made up 0.04% of Milestone Asset Management's portfolio in Q3 2026, its #224 holding.
Milestone Asset Management first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 3 quarters since.
Milestone Asset Management's Vanguard Information Technology ETF position peaked at $2.26M in Q1 2023.
2,009 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.