RWMH
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Riverpoint Wealth Management Holdings’s Vanguard Information Technology ETF VGT Stock Holding History

Riverpoint Wealth Management Holdings’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
Q2 		$1.84M Sell
15,365
-131
-0.8% -$14.3K 0.34% 26
2026
Q1 		$1.35M Buy
15,496
+16
+0.1% +$1.47K 0.29% 30
2025
Q4 		$1.46M Buy
15,480
+8
+0.1% +$760 0.31% 26
2025
Q3 		$1.44M Buy
15,472
+24
+0.2% +$2.1K 0.32% 27
2025
Q2 		$1.28M Buy
15,448
+8
+0.1% +$582 0.3% 28
2025
Q1 		$1.05M Buy
15,440
+24
+0.2% +$1.81K 0.27% 28
2024
Q4 		$1.2M Buy
15,416
+40
+0.3% +$3.07K 0.31% 28
2024
Q3 		$1.13M Buy
15,376
+16
+0.1% +$1.14K 0.29% 28
2024
Q2 		$1.11M Hold
15,360
– – 0.31% 28
2024
Q1 		$1.01M Sell
15,360
-120
-0.8% -$7.61K 0.28% 27
2023
Q4 		$937K Buy
15,480
+48
+0.3% +$2.67K 0.28% 27
2023
Q3 		$800K Sell
15,432
-1,096
-7% -$59.6K 0.26% 26
2023
Q2 		$913K Hold
16,528
– – 0.29% 25
2023
Q1 		$796K Buy
16,528
+8
+0% +$354 0.28% 24
2022
Q4 		$660K Buy
16,520
+24
+0.1% +$979 0.24% 25
2022
Q3 		$634K Hold
16,496
– – 0.27% 25
2022
Q2 		$673K Buy
16,496
+8
+0% +$360 0.27% 24
2022
Q1 		$858K Buy
16,488
+752
+5% +$38.6K 0.3% 24
2021
Q4 		$901K Buy
15,736
+16
+0.1% +$878 0.31% 24
2021
Q3 		$789K Hold
15,720
– – 0.28% 27
2021
Q2 		$784K Hold
15,720
– – 0.22% 43
2021
Q1 		$704K Buy
15,720
+8
+0.1% +$360 0.21% 44
2020
Q4 		$695K Buy
15,712
+8
+0.1% +$329 0.22% 43
2020
Q3 		$611K Buy
15,704
+8
+0.1% +$301 0.22% 45
2020
Q2 		$547K Buy
15,696
+8
+0.1% +$250 0.21% 43
2020
Q1 		$416K Hold
15,688
– – 0.2% 43
2019
Q4 		$480K Buy
15,688
+16
+0.1% +$458 0.19% 49
2019
Q3 		$422K Hold
15,672
– – 0.19% 42
2019
Q2 		$413K Buy
15,672
+8
+0.1% +$206 0.19% 41
2019
Q1 		$393K Buy
15,664
+8
+0.1% +$186 0.19% 39
2018
Q4 		$327K Buy
15,656
+16
+0.1% +$363 0.18% 45
2018
Q3 		$397K Buy
15,640
+16
+0.1% +$389 0.2% 39
2018
Q2 		$354K Buy
15,624
+456
+3% +$10.2K 0.2% 37
2018
Q1 		$324K Buy
15,168
+8
+0.1% +$175 0.2% 35
2017
Q4 		$312K Buy
15,160
+8
+0.1% +$162 0.19% 37
2017
Q3 		$293K Buy
15,152
+8
+0.1% +$148 0.19% 38
2017
Q2 		$270K Buy
15,144
+8
+0.1% +$141 0.19% 39
2017
Q1 		$255K Buy
15,136
+8
+0.1% +$131 0.19% 37
2016
Q4 		$237K Buy
+15,128
New +$228K 0.19% 34

Other funds holding VGT

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VGT Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings reduced its Vanguard Information Technology ETF (VGT) stake by 0.85% in Q2 2026, selling an estimated $14.3K and leaving 15,365 shares worth $1.84M. The position accounts for 0.34% of the portfolio, ranked #26.

Riverpoint Wealth Management Holdings first reported a position in VGT in Q4 2016 and has held it in 39 quarters since. 1,127 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 15,365 shares of Vanguard Information Technology ETF worth $1.84M as of Q2 2026.
  • Riverpoint Wealth Management Holdings sold 131 Vanguard Information Technology ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Information Technology ETF made up 0.34% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #26 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.