Patrick M. Sweeney & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Patrick M. Sweeney & Associates’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	$1.28M	Buy	10,189 +1	+0%	+$119	0.72%	34
2026 Q2	$1.22M	Buy	10,188 +300	+3%	+$32.8K	0.7%	35
2026 Q1	$862K	Buy	9,888 +56	+0.6%	+$5.16K	0.55%	45
2025 Q4	$926K	Buy	9,832 +256	+3%	+$24.3K	0.58%	42
2025 Q3	$894K	Buy	9,576 +152	+2%	+$13.3K	0.58%	41
2025 Q2	$794K	Buy	9,424 +768	+9%	+$55.8K	0.55%	46
2025 Q1	$587K	Buy	8,656 +280	+3%	+$21.1K	0.44%	60
2024 Q4	$651K	Hold	8,376	–	–	0.49%	54
2024 Q3	$614K	Buy	8,376 +192	+2%	+$13.6K	0.45%	59
2024 Q2	$590K	Hold	8,184	–	–	0.48%	55
2024 Q1	$536K	Buy	8,184 +80	+1%	+$5.07K	0.44%	62
2023 Q4	$490K	Buy	+8,104	New	+$452K	0.45%	56

Other funds holding VGT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 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

Patrick M. Sweeney & Associates's VGT Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Vanguard Information Technology ETF (VGT) stake by 0.01% in Q3 2026, buying an estimated $119 and bringing the position to 10,189 shares worth $1.28M. The position accounts for 0.72% of the portfolio, ranked #34.

Patrick M. Sweeney & Associates first reported a position in VGT in Q4 2023 and has held it in 12 quarters since. 1,436 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Patrick M. Sweeney & Associates held 10,189 shares of Vanguard Information Technology ETF worth $1.28M as of Q3 2026.
Patrick M. Sweeney & Associates bought 1 Vanguard Information Technology ETF share in Q3 2026, an estimated $119.
Vanguard Information Technology ETF made up 0.72% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #34 holding.
Patrick M. Sweeney & Associates first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 12 quarters since.
1,436 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.