Optivise Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Optivise Advisory Services’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	$747K	Sell	5,940 -183	-3%	-$21.7K	0.37%	71
2026 Q2	$732K	Buy	6,123 +1,251	+26%	+$137K	0.37%	77
2026 Q1	$425K	Buy	4,872 +704	+17%	+$64.8K	0.26%	97
2025 Q4	$393K	Buy	4,168 +552	+15%	+$52.4K	0.23%	112
2025 Q3	$337K	Buy	3,616 +80	+2%	+$6.99K	0.2%	110
2025 Q2	$293K	Buy	3,536 +144	+4%	+$10.5K	0.15%	139
2025 Q1	$230K	Sell	3,392 -160	-5%	-$12.1K	0.13%	166
2024 Q4	$276K	Buy	3,552 +88	+3%	+$6.76K	0.15%	136
2024 Q3	$254K	Buy	3,464 +96	+3%	+$6.82K	0.13%	141
2024 Q2	$243K	Buy	+3,368	New	+$224K	0.13%	148

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

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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Optivise Advisory Services's VGT Position: Q3 2026 in Review

Optivise Advisory Services reduced its Vanguard Information Technology ETF (VGT) stake by 3% in Q3 2026, selling an estimated $21.7K and leaving 5,940 shares worth $747K. The position accounts for 0.37% of the portfolio, ranked #71.

Optivise Advisory Services first reported a position in VGT in Q2 2024 and has held it in 10 quarters since. 979 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Optivise Advisory Services held 5,940 shares of Vanguard Information Technology ETF worth $747K as of Q3 2026.
Optivise Advisory Services sold 183 Vanguard Information Technology ETF shares in Q3 2026, an estimated $21.7K.
Vanguard Information Technology ETF made up 0.37% of Optivise Advisory Services's portfolio in Q3 2026, its #71 holding.
Optivise Advisory Services first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 10 quarters since.
979 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.