Running Point Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$1.55M	Buy	16,496 +120	+0.7%	+$11.4K	0.42%	50
2025 Q3	$1.53M	Hold	16,376	–	–	0.41%	49
2025 Q2	$1.36M	Hold	16,376	–	–	0.37%	50
2025 Q1	$1.11M	Sell	16,376 -288	-2%	-$21.7K	0.35%	51
2024 Q4	$1.3M	Buy	16,664 +9,448	+131%	+$726K	0.44%	43
2024 Q3	$529K	Hold	7,216	–	–	0.2%	61
2024 Q2	$520K	Hold	7,216	–	–	0.21%	59
2024 Q1	$473K	Buy	7,216 +696	+11%	+$44.1K	0.21%	63
2023 Q4	$394K	Hold	6,520	–	–	0.19%	68
2023 Q3	$338K	Hold	6,520	–	–	0.2%	72
2023 Q2	$360K	Hold	6,520	–	–	0.2%	68
2023 Q1	$314K	Hold	6,520	–	–	0.19%	70
2022 Q4	$260K	Hold	6,520	–	–	0.16%	79
2022 Q3	$251K	Sell	6,520 -144	-2%	-$6.33K	0.17%	72
2022 Q2	$272K	Buy	6,664 +56	+0.8%	+$2.52K	0.17%	74
2022 Q1	$344K	Buy	6,608 +88	+1%	+$4.52K	0.2%	60
2021 Q4	$373K	Sell	6,520 -136	-2%	-$7.47K	0.22%	52
2021 Q3	$334K	Hold	6,656	–	–	0.15%	79
2021 Q2	$332K	Hold	6,656	–	–	0.15%	73
2021 Q1	$298K	Buy	6,656 +136	+2%	+$6.12K	0.16%	65
2020 Q4	$288K	Buy	+6,520	New	+$268K	0.17%	62

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Running Point Capital Advisors's VGT Position: Q4 2025 in Review

Running Point Capital Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.73% in Q4 2025, buying an estimated $11.4K and bringing the position to 16,496 shares worth $1.55M. The position accounts for 0.42% of the portfolio, ranked #50.

Running Point Capital Advisors first reported a position in VGT in Q4 2020 and has held it in 21 quarters since. 2,022 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

Running Point Capital Advisors held 16,496 shares of Vanguard Information Technology ETF worth $1.55M as of Q4 2025.
Running Point Capital Advisors bought 120 Vanguard Information Technology ETF shares in Q4 2025, an estimated $11.4K.
Vanguard Information Technology ETF made up 0.42% of Running Point Capital Advisors's portfolio in Q4 2025, its #50 holding.
Running Point Capital Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 21 quarters since.
2,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.