Sweeney & Michel’s Vanguard Information Technology ETF VGT Stock Holding History

Sweeney & Michel’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	$702K	Buy	5,583 +5	+0.1%	+$594	0.19%	78
2026 Q2	$677K	Buy	5,578 +10	+0.2%	+$1.1K	0.18%	77
2026 Q1	$528K	Sell	5,568 -1,000	-15%	-$92.1K	0.16%	86
2025 Q4	$614K	Buy	6,568 +8	+0.1%	+$760	0.18%	81
2025 Q3	$604K	Buy	6,560 +8	+0.1%	+$699	0.2%	75
2025 Q2	$549K	Buy	6,552 +8	+0.1%	+$582	0.2%	77
2025 Q1	$385K	Buy	+6,544	New	+$493K	0.17%	89
2024 Q3	$448K	Buy	5,936 +24	+0.4%	+$1.71K	0.18%	84
2024 Q2	$443K	Buy	5,912 +8	+0.1%	+$532	0.19%	75
2024 Q1	$387K	Buy	+5,904	New	+$374K	0.17%	81
2023 Q3	$321K	Sell	5,880 -1,664	-22%	-$90.5K	0.17%	84
2023 Q2	$407K	Buy	7,544 +16	+0.2%	+$803	0.21%	76
2023 Q1	$398K	Buy	+7,528	New	+$333K	0.21%	77

Other funds holding VGT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sweeney & Michel's VGT Position: Q3 2026 in Review

Sweeney & Michel increased its Vanguard Information Technology ETF (VGT) stake by 0.09% in Q3 2026, buying an estimated $594 and bringing the position to 5,583 shares worth $702K. The position accounts for 0.19% of the portfolio, ranked #78.

Sweeney & Michel first reported a position in VGT in Q1 2023 and has held it in 13 quarters since. 1,627 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Sweeney & Michel held 5,583 shares of Vanguard Information Technology ETF worth $702K as of Q3 2026.
Sweeney & Michel bought 5 Vanguard Information Technology ETF shares in Q3 2026, an estimated $594.
Vanguard Information Technology ETF made up 0.19% of Sweeney & Michel's portfolio in Q3 2026, its #78 holding.
Sweeney & Michel first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 13 quarters since.
1,627 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.