Selective Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Selective Wealth Management’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	$1.22M	Sell	9,995 -25	-0.2%	-$2.97K	0.28%	42
2026 Q2	$1.13M	Buy	10,020 +958	+11%	+$105K	0.3%	42
2026 Q1	$935K	Sell	9,062 -2,466	-21%	-$227K	0.28%	43
2025 Q4	$1.09M	Buy	11,528 +520	+5%	+$49.4K	0.34%	36
2025 Q3	$1.04M	Sell	11,008 -8	-0.1%	-$699	0.33%	37
2025 Q2	$932K	Sell	11,016 -8	-0.1%	-$582	0.34%	38
2025 Q1	$717K	Buy	11,024 +80	+0.7%	+$6.03K	0.31%	44
2024 Q4	$834K	Sell	10,944 -1,472	-12%	-$113K	0.34%	42
2024 Q3	$918K	Sell	12,416 -8	-0.1%	-$569	0.38%	37
2024 Q2	$929K	Hold	12,424	–	–	0.41%	37
2024 Q1	$798K	Buy	12,424 +16	+0.1%	+$1.01K	0.35%	40
2023 Q4	$717K	Hold	12,408	–	–	0.36%	37
2023 Q3	$644K	Hold	12,408	–	–	0.35%	37
2023 Q2	$678K	Buy	+12,408	New	+$623K	0.34%	38
2022 Q4	$504K	Buy	11,928 +368	+3%	+$15K	0.27%	50
2022 Q3	$444K	Buy	11,560 +1,048	+10%	+$46.1K	0.19%	68
2022 Q2	$429K	Buy	10,512 +64	+0.6%	+$2.88K	0.15%	84
2022 Q1	$544K	Buy	10,448 +16	+0.2%	+$821	0.2%	63
2021 Q4	$598K	Buy	+10,432	New	+$573K	0.24%	51

Other funds holding VGT

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Selective Wealth Management's VGT Position: Q3 2026 in Review

Selective Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.25% in Q3 2026, selling an estimated $2.97K and leaving 9,995 shares worth $1.22M. The position accounts for 0.28% of the portfolio, ranked #42.

Selective Wealth Management first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 1,020 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Selective Wealth Management held 9,995 shares of Vanguard Information Technology ETF worth $1.22M as of Q3 2026.
Selective Wealth Management sold 25 Vanguard Information Technology ETF shares in Q3 2026, an estimated $2.97K.
Vanguard Information Technology ETF made up 0.28% of Selective Wealth Management's portfolio in Q3 2026, its #42 holding.
Selective Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.