Trinity Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Trinity Financial Advisors’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	$250K	Buy	1,991 +1	+0.1%	+$119	0.06%	87
2026 Q2	$238K	Buy	+1,990	New	+$218K	0.06%	87
2025 Q4	–	Sell	-3,896	Closed	-$364K	–	105
2025 Q3	$364K	Buy	+3,896	New	+$340K	0.11%	70
2025 Q1	–	Sell	-3,152	Closed	-$245K	–	92
2024 Q4	$245K	Sell	3,152 -432	-12%	-$33.2K	0.09%	72
2024 Q3	$247K	Buy	3,584 +8	+0.2%	+$569	0.11%	72
2024 Q2	$258K	Buy	+3,576	New	+$238K	0.12%	68

Other funds holding VGT

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Trinity Financial Advisors's VGT Position: Q3 2026 in Review

Trinity Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.05% in Q3 2026, buying an estimated $119 and bringing the position to 1,991 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #87.

Trinity Financial Advisors first reported a position in VGT in Q2 2024 and has held it in 6 quarters since. The position peaked at $364K in Q3 2025. 131 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Trinity Financial Advisors held 1,991 shares of Vanguard Information Technology ETF worth $250K as of Q3 2026.
Trinity Financial Advisors bought 1 Vanguard Information Technology ETF share in Q3 2026, an estimated $119.
Vanguard Information Technology ETF made up 0.06% of Trinity Financial Advisors's portfolio in Q3 2026, its #87 holding.
Trinity Financial Advisors first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 6 quarters since.
Trinity Financial Advisors's Vanguard Information Technology ETF position peaked at $364K in Q3 2025.
131 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.