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VGT icon

Sound Stewardship’s Vanguard Information Technology ETF VGT Stock Holding History

Sound Stewardship’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 		$7.72M Sell
61,470
-2,048
-3% -$243K 3.14% 14
2026
Q2 		$7.59M Sell
63,518
-1,210
-2% -$132K 3.13% 16
2026
Q1 		$5.65M Buy
64,728
+1,520
+2% +$140K 2.59% 17
2025
Q4 		$5.96M Sell
63,208
-5,288
-8% -$502K 2.85% 16
2025
Q3 		$6.39M Sell
68,496
-912
-1% -$79.7K 3.07% 14
2025
Q2 		$5.75M Buy
69,408
+4,312
+7% +$314K 2.97% 13
2025
Q1 		$4.41M Sell
65,096
-2,664
-4% -$201K 2.51% 17
2024
Q4 		$5.27M Sell
67,760
-1,312
-2% -$101K 3.13% 13
2024
Q3 		$5.06M Sell
69,072
-816
-1% -$58K 2.84% 16
2024
Q2 		$5.04M Sell
69,888
-504
-0.7% -$33.5K 3.06% 13
2024
Q1 		$4.61M Sell
70,392
-4,432
-6% -$281K 2.8% 16
2023
Q4 		$4.53M Sell
74,824
-976
-1% -$54.4K 3% 12
2023
Q3 		$3.93M Sell
75,800
-2,984
-4% -$162K 2.64% 15
2023
Q2 		$4.35M Sell
78,784
-2,560
-3% -$129K 2.87% 12
2023
Q1 		$3.92M Buy
81,344
+2,472
+3% +$109K 2.64% 16
2022
Q4 		$3.15M Buy
+78,872
New +$3.22M 2.33% 18

Other funds holding VGT

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
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Sound Stewardship's VGT Position: Q3 2026 in Review

Sound Stewardship reduced its Vanguard Information Technology ETF (VGT) stake by 3.2% in Q3 2026, selling an estimated $243K and leaving 61,470 shares worth $7.72M. The position accounts for 3.14% of the portfolio, ranked #14.

Sound Stewardship first reported a position in VGT in Q4 2022 and has held it in 16 quarters since. 303 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Sound Stewardship held 61,470 shares of Vanguard Information Technology ETF worth $7.72M as of Q3 2026.
  • Sound Stewardship sold 2,048 Vanguard Information Technology ETF shares in Q3 2026, an estimated $243K.
  • Vanguard Information Technology ETF made up 3.14% of Sound Stewardship's portfolio in Q3 2026, its #14 holding.
  • Sound Stewardship first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 16 quarters since.
  • 303 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.