Pinnacle Wealth Planning Services’s Vanguard Information Technology ETF VGT Stock Holding History

Pinnacle Wealth Planning 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	$101K	Sell	800 -80	-9%	-$9.5K	0.01%	854
2026 Q2	$105K	Hold	880	–	–	0.01%	840
2026 Q1	$76.7K	Sell	880 -240	-21%	-$22.1K	0.01%	962
2025 Q4	$106K	Buy	+1,120	New	+$106K	0.01%	750
2021 Q1	–	Sell	-448	Closed	-$20K	–	1880
2020 Q4	$20K	Buy	+448	New	+$18.4K	﹤0.01%	1162

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

Pinnacle Wealth Planning Services's VGT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard Information Technology ETF (VGT) stake by 9.1% in Q3 2026, selling an estimated $9.5K and leaving 800 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #854.

Pinnacle Wealth Planning Services first reported a position in VGT in Q4 2020 and has held it in 5 quarters since. The position peaked at $106K in Q4 2025. 1,440 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Pinnacle Wealth Planning Services held 800 shares of Vanguard Information Technology ETF worth $101K as of Q3 2026.
Pinnacle Wealth Planning Services sold 80 Vanguard Information Technology ETF shares in Q3 2026, an estimated $9.5K.
Vanguard Information Technology ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #854 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Vanguard Information Technology ETF position peaked at $106K in Q4 2025.
1,440 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.