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

Olistico 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 		$14.5M Sell
115,564
-452,950
-80% -$53.8M 6.07% 4
2026
Q2 		$14.1M Buy
568,514
+450,522
+382% +$49.3M 6.04% 4
2026
Q1 		$10.3M Sell
117,992
-16,736
-12% -$1.54M 5.07% 4
2025
Q4 		$12.7M Buy
134,728
+2,544
+2% +$242K 6.19% 4
2025
Q3 		$12.3M Sell
132,184
-1,440
-1% -$126K 6.52% 4
2025
Q2 		$11.1M Buy
133,624
+3,496
+3% +$254K 6.15% 4
2025
Q1 		$9.05M Sell
130,128
-880
-0.7% -$66.3K 5.6% 4
2024
Q4 		$10.2M Buy
131,008
+3,728
+3% +$286K 5.92% 4
2024
Q3 		$9.33M Buy
127,280
+4,728
+4% +$336K 5.7% 4
2024
Q2 		$8.83M Sell
122,552
-1,416
-1% -$94.1K 5.63% 4
2024
Q1 		$8.12M Buy
123,968
+6,928
+6% +$439K 5.86% 4
2023
Q4 		$7.08M Buy
117,040
+11,864
+11% +$661K 5.53% 5
2023
Q3 		$5.45M Buy
105,176
+4,456
+4% +$242K 4.87% 5
2023
Q2 		$5.57M Buy
100,720
+10,768
+12% +$541K 4.76% 5
2023
Q1 		$4.33M Buy
89,952
+10,736
+14% +$475K 4.16% 5
2022
Q4 		$3.16M Buy
+79,216
New +$3.23M 3.42% 5

Other funds holding VGT

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
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Olistico Wealth's VGT Position: Q3 2026 in Review

Olistico Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 80% in Q3 2026, selling an estimated $53.8M and leaving 115,564 shares worth $14.5M. The position accounts for 6.07% of the portfolio, ranked #4.

Olistico Wealth first reported a position in VGT in Q4 2022 and has held it in 16 quarters since. 219 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Olistico Wealth held 115,564 shares of Vanguard Information Technology ETF worth $14.5M as of Q3 2026.
  • Olistico Wealth sold 452,950 Vanguard Information Technology ETF shares in Q3 2026, an estimated $53.8M.
  • Vanguard Information Technology ETF made up 6.07% of Olistico Wealth's portfolio in Q3 2026, its #4 holding.
  • Olistico Wealth first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 16 quarters since.
  • 219 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.