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

TritonPoint 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	$3.08M	Buy	24,536 +1	+0%	+$119	0.31%	77
2026 Q2	$2.93M	Buy	24,535 +119	+0.5%	+$13K	0.29%	80
2026 Q1	$2.13M	Sell	24,416 -32	-0.1%	-$2.95K	0.23%	93
2025 Q4	$2.3M	Sell	24,448 -656	-3%	-$62.3K	0.23%	92
2025 Q3	$2.34M	Hold	25,104	–	–	0.2%	108
2025 Q2	$2.08M	Buy	25,104 +48	+0.2%	+$3.49K	0.19%	113
2025 Q1	$1.7M	Buy	25,056 +4,000	+19%	+$301K	0.16%	124
2024 Q4	$1.64M	Buy	21,056 +736	+4%	+$56.5K	0.15%	123
2024 Q3	$1.49M	Sell	20,320 -496	-2%	-$35.2K	0.14%	129
2024 Q2	$1.5M	Buy	20,816 +1,448	+7%	+$96.3K	0.14%	126
2024 Q1	$1.05M	Buy	19,368 +1,944	+11%	+$123K	0.11%	141
2023 Q4	$1.05M	Buy	+17,424	New	+$971K	0.1%	147

Other funds holding VGT

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

TGY2IT

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

TritonPoint Wealth's VGT Position: Q3 2026 in Review

TritonPoint Wealth increased its Vanguard Information Technology ETF (VGT) stake by 0% in Q3 2026, buying an estimated $119 and bringing the position to 24,536 shares worth $3.08M. The position accounts for 0.31% of the portfolio, ranked #77.

TritonPoint Wealth first reported a position in VGT in Q4 2023 and has held it in 12 quarters since. 1,236 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

TritonPoint Wealth held 24,536 shares of Vanguard Information Technology ETF worth $3.08M as of Q3 2026.
TritonPoint Wealth bought 1 Vanguard Information Technology ETF share in Q3 2026, an estimated $119.
Vanguard Information Technology ETF made up 0.31% of TritonPoint Wealth's portfolio in Q3 2026, its #77 holding.
TritonPoint Wealth first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 12 quarters since.
1,236 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

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