Towerpoint Wealth
VGT icon

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
Q3 		$1.85M Sell
14,729
-55
-0.4% -$6.54K 0.65% 32
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

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Towerpoint Wealth's VGT Position: Q3 2026 in Review

Towerpoint Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 0.37% in Q3 2026, selling an estimated $6.54K and leaving 14,729 shares worth $1.85M. The position accounts for 0.65% of the portfolio, ranked #32.

Towerpoint Wealth first reported a position in VGT in Q4 2020 and has held it in 24 quarters since. 1,072 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Towerpoint Wealth held 14,729 shares of Vanguard Information Technology ETF worth $1.85M as of Q3 2026.
  • Towerpoint Wealth sold 55 Vanguard Information Technology ETF shares in Q3 2026, an estimated $6.54K.
  • Vanguard Information Technology ETF made up 0.65% of Towerpoint Wealth's portfolio in Q3 2026, its #32 holding.
  • Towerpoint Wealth first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.