Premier Path Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Premier Path Wealth 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	$2.98M	Hold	23,716	–	–	0.35%	70
2026 Q2	$2.83M	Sell	23,716 -756	-3%	-$82.8K	0.33%	76
2026 Q1	$2.13M	Sell	24,472 -1,624	-6%	-$150K	0.28%	84
2025 Q4	$2.46M	Sell	26,096 -12,944	-33%	-$1.23M	0.32%	73
2025 Q3	$3.64M	Sell	39,040 -1,144	-3%	-$100K	0.47%	44
2025 Q2	$3.33M	Sell	40,184 -1,096	-3%	-$79.7K	0.46%	46
2025 Q1	$2.8M	Sell	41,280 -352	-0.8%	-$26.5K	0.44%	51
2024 Q4	$3.24M	Sell	41,632 -912	-2%	-$70K	0.49%	44
2024 Q3	$3.12M	Buy	42,544 +1,456	+4%	+$103K	0.49%	43
2024 Q2	$2.96M	Buy	41,088 +9,464	+30%	+$629K	0.5%	40
2024 Q1	$2.07M	Sell	31,624 -12,232	-28%	-$775K	0.39%	63
2023 Q4	$2.64M	Buy	+43,856	New	+$2.44M	0.58%	36

Other funds holding VGT

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Premier Path Wealth Partners's VGT Position: Q3 2026 in Review

Premier Path Wealth Partners held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 23,716 shares worth $2.98M. The position accounts for 0.35% of the portfolio, ranked #70.

Premier Path Wealth Partners first reported a position in VGT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q3 2025. 781 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Premier Path Wealth Partners held 23,716 shares of Vanguard Information Technology ETF worth $2.98M as of Q3 2026.
Premier Path Wealth Partners left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.35% of Premier Path Wealth Partners's portfolio in Q3 2026, its #70 holding.
Premier Path Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Vanguard Information Technology ETF position peaked at $3.64M in Q3 2025.
781 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.