Polaris Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Polaris Financial Partners’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	$4.01M	Buy	+31,781	New	+$3.78M	1.8%	15

Other funds holding VGT

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Polaris Financial Partners's VGT Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2026: 31,781 shares worth $4.01M. The stake represents 1.8% of the portfolio and ranks #15 among its holdings.

14 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Polaris Financial Partners held 31,781 shares of Vanguard Information Technology ETF worth $4.01M as of Q3 2026.
Vanguard Information Technology ETF was a new Polaris Financial Partners position in Q3 2026.
Vanguard Information Technology ETF made up 1.8% of Polaris Financial Partners's portfolio in Q3 2026, its #15 holding.
14 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.