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Sonata Capital Group’s Vanguard Information Technology ETF VGT Stock Holding History

Sonata Capital Group’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 		$1.15M Buy
9,580
+100
+1% +$10.9K 0.37% 55
2026
Q1 		$827K Buy
9,480
+360
+4% +$33.1K 0.31% 62
2025
Q4 		$859K Hold
9,120
– – 0.31% 61
2025
Q3 		$851K Buy
9,120
+1,080
+13% +$94.4K 0.31% 60
2025
Q2 		$667K Buy
8,040
+448
+6% +$32.6K 0.27% 61
2025
Q1 		$515K Hold
7,592
– – 0.22% 69
2024
Q4 		$590K Buy
7,592
+1,680
+28% +$129K 0.24% 66
2024
Q3 		$433K Buy
5,912
+152
+3% +$10.8K 0.18% 76
2024
Q2 		$415K Buy
5,760
+1,480
+35% +$98.4K 0.21% 58
2024
Q1 		$281K Sell
4,280
-2,856
-40% -$181K 0.13% 100
2023
Q4 		$432K Sell
7,136
-1,984
-22% -$111K 0.21% 74
2023
Q3 		$473K Hold
9,120
– – 0.25% 69
2023
Q2 		$504K Buy
9,120
+680
+8% +$34.1K 0.26% 67
2023
Q1 		$407K Hold
8,440
– – 0.22% 72
2022
Q4 		$337K Sell
8,440
-920
-10% -$37.5K 0.19% 76
2022
Q3 		$360K Hold
9,360
– – 0.2% 76
2022
Q2 		$382K Hold
9,360
– – 0.2% 77
2022
Q1 		$487K Sell
9,360
-7,200
-43% -$369K 0.22% 76
2021
Q4 		$948K Buy
16,560
+2,880
+21% +$158K 0.4% 49
2021
Q3 		$686K Buy
13,680
+1,920
+16% +$99.5K 0.31% 61
2021
Q2 		$586K Sell
11,760
-72
-0.6% -$3.4K 0.27% 69
2021
Q1 		$530K Sell
11,832
-1,920
-14% -$86.4K 0.25% 71
2020
Q4 		$608K Buy
13,752
+120
+0.9% +$4.94K 0.3% 71
2020
Q3 		$531K Hold
13,632
– – 0.31% 66
2020
Q2 		$475K Buy
13,632
+16
+0.1% +$499 0.3% 66
2020
Q1 		$361K Sell
13,616
-5,544
-29% -$168K 0.27% 76
2019
Q4 		$586K Hold
19,160
– – 0.35% 66
2019
Q3 		$516K Hold
19,160
– – 0.35% 68
2019
Q2 		$505K Hold
19,160
– – 0.35% 68
2019
Q1 		$481K Hold
19,160
– – 0.36% 62
2018
Q4 		$400K Buy
19,160
+1,600
+9% +$36.3K 0.33% 65
2018
Q3 		$445K Sell
17,560
-1,600
-8% -$38.9K 0.3% 66
2018
Q2 		$434K Hold
19,160
– – 0.31% 68
2018
Q1 		$410K Buy
19,160
+1,200
+7% +$26.2K 0.3% 74
2017
Q4 		$370K Hold
17,960
– – 0.27% 80
2017
Q3 		$341K Buy
17,960
+1,600
+10% +$29.6K 0.25% 84
2017
Q2 		$288K Buy
16,360
+800
+5% +$14.1K 0.21% 86
2017
Q1 		$264K Buy
+15,560
New +$254K 0.2% 90

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

Sonata Capital Group's VGT Position: Q2 2026 in Review

Sonata Capital Group increased its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 9,580 shares worth $1.15M. The position accounts for 0.37% of the portfolio, ranked #55.

Sonata Capital Group first reported a position in VGT in Q1 2017 and has held it in 38 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Sonata Capital Group held 9,580 shares of Vanguard Information Technology ETF worth $1.15M as of Q2 2026.
  • Sonata Capital Group bought 100 Vanguard Information Technology ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Information Technology ETF made up 0.37% of Sonata Capital Group's portfolio in Q2 2026, its #55 holding.
  • Sonata Capital Group first reported a position in Vanguard Information Technology ETF in Q1 2017 and has held it in 38 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.