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

Todd 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 		$4.35M Sell
34,633
-1,094
-3% -$130K 3.32% 7
2026
Q2 		$4.27M Sell
35,727
-225
-0.6% -$24.6K 3.24% 8
2026
Q1 		$3.14M Buy
35,952
+64
+0.2% +$5.89K 2.85% 8
2025
Q4 		$3.38M Buy
+35,888
New +$3.41M 3.06% 8

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

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

Todd Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 3.1% in Q3 2026, selling an estimated $130K and leaving 34,633 shares worth $4.35M. The position accounts for 3.32% of the portfolio, ranked #7.

Todd Wealth Management first reported a position in VGT in Q4 2025 and has held it in 4 quarters since. 998 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Todd Wealth Management held 34,633 shares of Vanguard Information Technology ETF worth $4.35M as of Q3 2026.
  • Todd Wealth Management sold 1,094 Vanguard Information Technology ETF shares in Q3 2026, an estimated $130K.
  • Vanguard Information Technology ETF made up 3.32% of Todd Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Todd Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 998 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.