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Towerpoint Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Towerpoint Wealth’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 		$1.77M Sell
14,784
-96
-0.6% -$10.5K 0.61% 33
2026
Q1 		$1.3M Sell
14,880
-2,608
-15% -$240K 0.52% 38
2025
Q4 		$1.65M Sell
17,488
-112
-0.6% -$10.6K 0.65% 32
2025
Q3 		$1.64M Sell
17,600
-1,264
-7% -$110K 0.67% 33
2025
Q2 		$1.56M Buy
18,864
+3,720
+25% +$270K 0.69% 31
2025
Q1 		$1.03M Sell
15,144
-176
-1% -$13.3K 0.51% 35
2024
Q4 		$1.19M Buy
15,320
+40
+0.3% +$3.07K 0.58% 30
2024
Q3 		$1.12M Buy
15,280
+16
+0.1% +$1.14K 0.53% 33
2024
Q2 		$1.1M Sell
15,264
-320
-2% -$21.3K 0.55% 31
2024
Q1 		$1.02M Buy
15,584
+32
+0.2% +$2.03K 0.51% 34
2023
Q4 		$941K Sell
15,552
-112
-0.7% -$6.24K 0.51% 32
2023
Q3 		$812K Buy
15,664
+24
+0.2% +$1.3K 0.48% 35
2023
Q2 		$864K Hold
15,640
– – 0.49% 34
2023
Q1 		$754K Buy
15,640
+24
+0.2% +$1.06K 0.43% 43
2022
Q4 		$624K Buy
15,616
+64
+0.4% +$2.61K 0.36% 44
2022
Q3 		$597K Hold
15,552
– – 0.36% 45
2022
Q2 		$635K Buy
15,552
+24
+0.2% +$1.08K 0.38% 46
2022
Q1 		$808K Sell
15,528
-656
-4% -$33.7K 0.4% 41
2021
Q4 		$927K Sell
16,184
-144
-0.9% -$7.91K 0.44% 37
2021
Q3 		$819K Sell
16,328
-472
-3% -$24.5K 0.41% 36
2021
Q2 		$837K Sell
16,800
-248
-1% -$11.7K 0.42% 36
2021
Q1 		$764K Hold
17,048
– – 0.37% 37
2020
Q4 		$754K Buy
+17,048
New +$701K 0.38% 34

Other funds holding VGT

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Towerpoint Wealth's VGT Position: Q2 2026 in Review

Towerpoint Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 0.65% in Q2 2026, selling an estimated $10.5K and leaving 14,784 shares worth $1.77M. The position accounts for 0.61% of the portfolio, ranked #33.

Towerpoint Wealth first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 700 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Towerpoint Wealth held 14,784 shares of Vanguard Information Technology ETF worth $1.77M as of Q2 2026.
  • Towerpoint Wealth sold 96 Vanguard Information Technology ETF shares in Q2 2026, an estimated $10.5K.
  • Vanguard Information Technology ETF made up 0.61% of Towerpoint Wealth's portfolio in Q2 2026, its #33 holding.
  • Towerpoint Wealth first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • 700 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.