Pinnacle Wealth Management Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Pinnacle Wealth Management Advisory Group’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 Q2	$1.92M	Sell	16,071 -553	-3%	-$60.6K	0.11%	133
2026 Q1	$1.45M	Buy	16,624 +3,688	+29%	+$340K	0.1%	142
2025 Q4	$1.22M	Buy	12,936 +2,904	+29%	+$276K	0.08%	151
2025 Q3	$937K	Hold	10,032	–	–	0.07%	160
2025 Q2	$832K	Buy	10,032 +1,120	+13%	+$81.4K	0.07%	160
2025 Q1	$604K	Buy	8,912 +1,600	+22%	+$121K	0.06%	182
2024 Q4	$568K	Buy	7,312 +272	+4%	+$20.9K	0.05%	181
2024 Q3	$516K	Sell	7,040 -160	-2%	-$11.4K	0.05%	196
2024 Q2	$519K	Sell	7,200 -24	-0.3%	-$1.59K	0.05%	194
2024 Q1	$473K	Sell	7,224 -192	-3%	-$12.2K	0.05%	196
2023 Q4	$449K	Sell	7,416 -400	-5%	-$22.3K	0.05%	200
2023 Q3	$405K	Buy	7,816 +80	+1%	+$4.35K	0.05%	199
2023 Q2	$428K	Buy	7,736 +1,128	+17%	+$56.6K	0.05%	197
2023 Q1	$318K	Buy	+6,608	New	+$292K	0.04%	229
2022 Q4	–	Sell	-9,000	Closed	-$346K	–	312
2022 Q3	$346K	Buy	9,000 +760	+9%	+$33.4K	0.06%	200
2022 Q2	$336K	Sell	8,240 -1,264	-13%	-$56.9K	0.05%	213
2022 Q1	$495K	Hold	9,504	–	–	0.07%	182
2021 Q4	$544K	Hold	9,504	–	–	0.09%	169
2021 Q3	$477K	Buy	9,504 +1,264	+15%	+$65.5K	0.11%	154
2021 Q2	$411K	Hold	8,240	–	–	0.1%	155
2021 Q1	$369K	Hold	8,240	–	–	0.1%	139
2020 Q4	$364K	Hold	8,240	–	–	0.11%	136
2020 Q3	$321K	Hold	8,240	–	–	0.11%	138
2020 Q2	$287K	Sell	8,240 -216	-3%	-$6.74K	0.11%	142
2020 Q1	$224K	Hold	8,456	–	–	0.11%	139
2019 Q4	$259K	Sell	8,456 -2,000	-19%	-$57.2K	0.1%	159
2019 Q3	$282K	Sell	10,456 -1,784	-15%	-$48K	0.12%	146
2019 Q2	$323K	Sell	12,240 -2,000	-14%	-$51.6K	0.14%	139
2019 Q1	$357K	Sell	14,240 -5,560	-28%	-$129K	0.16%	129
2018 Q4	$413K	Sell	19,800 -160	-0.8%	-$3.63K	0.22%	108
2018 Q3	$505K	Buy	+19,960	New	+$485K	0.25%	99

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VGT Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Vanguard Information Technology ETF (VGT) stake by 3.3% in Q2 2026, selling an estimated $60.6K and leaving 16,071 shares worth $1.92M. The position accounts for 0.11% of the portfolio, ranked #133.

Pinnacle Wealth Management Advisory Group first reported a position in VGT in Q3 2018 and has held it in 31 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 16,071 shares of Vanguard Information Technology ETF worth $1.92M as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 553 Vanguard Information Technology ETF shares in Q2 2026, an estimated $60.6K.
Vanguard Information Technology ETF made up 0.11% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #133 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Information Technology ETF in Q3 2018 and has held it in 31 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.