Sheets Smith Wealth Management
VGT icon

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

Sheets Smith 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 		$566K Sell
4,507
-198
-4% -$23.5K 0.06% 268
2026
Q2 		$562K Buy
4,705
+177
+4% +$19.4K 0.06% 284
2026
Q1 		$395K Sell
4,528
-120
-3% -$11K 0.04% 315
2025
Q4 		$438K Sell
4,648
-336
-7% -$31.9K 0.05% 292
2025
Q3 		$465K Sell
4,984
-408
-8% -$35.6K 0.05% 289
2025
Q2 		$447K Buy
5,392
+24
+0.4% +$1.74K 0.05% 295
2025
Q1 		$364K Sell
5,368
-88
-2% -$6.63K 0.05% 287
2024
Q4 		$424K Sell
5,456
-2,160
-28% -$166K 0.05% 283
2024
Q3 		$558K Sell
7,616
-440
-5% -$31.3K 0.07% 235
2024
Q2 		$581K Buy
8,056
+1,000
+14% +$66.5K 0.07% 218
2024
Q1 		$462K Buy
+7,056
New +$447K 0.05% 255
2023
Q4 		– Sell
-280
Closed -$14.5K – 497
2023
Q3 		$14.5K Buy
+280
New +$15.2K ﹤0.01% 440

Other funds holding VGT

Vantagepoint Investment Advisers
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
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
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
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Sheets Smith Wealth Management's VGT Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 4.2% in Q3 2026, selling an estimated $23.5K and leaving 4,507 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #268.

Sheets Smith Wealth Management first reported a position in VGT in Q3 2023 and has held it in 12 quarters since. The position peaked at $581K in Q2 2024. 905 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Sheets Smith Wealth Management held 4,507 shares of Vanguard Information Technology ETF worth $566K as of Q3 2026.
  • Sheets Smith Wealth Management sold 198 Vanguard Information Technology ETF shares in Q3 2026, an estimated $23.5K.
  • Vanguard Information Technology ETF made up 0.06% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #268 holding.
  • Sheets Smith Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 12 quarters since.
  • Sheets Smith Wealth Management's Vanguard Information Technology ETF position peaked at $581K in Q2 2024.
  • 905 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

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