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Ridgeline Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Ridgeline Wealth’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 		$887K Buy
7,013
+541
+8% +$64.3K 0.5% 25
2026
Q2 		$774K Buy
+6,472
New +$709K 0.45% 29

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
Bailard
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
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Ridgeline Wealth's VGT Position: Q3 2026 in Review

Ridgeline Wealth increased its Vanguard Information Technology ETF (VGT) stake by 8.4% in Q3 2026, buying an estimated $64.3K and bringing the position to 7,013 shares worth $887K. The position accounts for 0.5% of the portfolio, ranked #25.

Ridgeline Wealth first reported a position in VGT in Q2 2026 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Ridgeline Wealth held 7,013 shares of Vanguard Information Technology ETF worth $887K as of Q3 2026.
  • Ridgeline Wealth bought 541 Vanguard Information Technology ETF shares in Q3 2026, an estimated $64.3K.
  • Vanguard Information Technology ETF made up 0.5% of Ridgeline Wealth's portfolio in Q3 2026, its #25 holding.
  • Ridgeline Wealth first reported a position in Vanguard Information Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.