PCS
VGT icon

Private Client Services’s Vanguard Information Technology ETF VGT Stock Holding History

Private Client 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 		$915K Buy
7,278
+519
+8% +$61.7K 0.25% 82
2026
Q2 		$808K Sell
6,759
-1
-0% -$109 0.21% 89
2026
Q1 		$589K Hold
6,760
– – 0.18% 104
2025
Q4 		$637K Buy
6,760
+56
+0.8% +$5.32K 0.2% 83
2025
Q3 		$626K Sell
6,704
-80
-1% -$6.99K 0.21% 87
2025
Q2 		$563K Buy
6,784
+448
+7% +$32.6K 0.22% 95
2025
Q1 		$430K Sell
6,336
-8
-0.1% -$603 0.21% 103
2024
Q4 		$493K Buy
6,344
+80
+1% +$6.14K 0.27% 85
2024
Q3 		$459K Sell
6,264
-672
-10% -$47.8K 0.25% 84
2024
Q2 		$500K Hold
6,936
– – 0.31% 69
2024
Q1 		$455K Sell
6,936
-616
-8% -$39K 0.31% 73
2023
Q4 		$457K Buy
+7,552
New +$421K 0.38% 82

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
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Private Client Services's VGT Position: Q3 2026 in Review

Private Client Services increased its Vanguard Information Technology ETF (VGT) stake by 7.7% in Q3 2026, buying an estimated $61.7K and bringing the position to 7,278 shares worth $915K. The position accounts for 0.25% of the portfolio, ranked #82.

Private Client Services first reported a position in VGT in Q4 2023 and has held it in 12 quarters since. 210 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Private Client Services held 7,278 shares of Vanguard Information Technology ETF worth $915K as of Q3 2026.
  • Private Client Services bought 519 Vanguard Information Technology ETF shares in Q3 2026, an estimated $61.7K.
  • Vanguard Information Technology ETF made up 0.25% of Private Client Services's portfolio in Q3 2026, its #82 holding.
  • Private Client Services first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 12 quarters since.
  • 210 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.