Trivant Custom Portfolio Group
VGT icon

Trivant Custom Portfolio Group’s Vanguard Information Technology ETF VGT Stock Holding History

Trivant Custom Portfolio Group’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 		$2.07M Buy
16,498
+5,016
+44% +$596K 1.08% 29
2026
Q2 		$1.37M Sell
11,482
-950
-8% -$104K 0.73% 44
2026
Q1 		$1.08M Buy
12,432
+3,200
+35% +$295K 0.59% 49
2025
Q4 		$870K Buy
+9,232
New +$877K 0.5% 57

Other funds holding VGT

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Trivant Custom Portfolio Group's VGT Position: Q3 2026 in Review

Trivant Custom Portfolio Group increased its Vanguard Information Technology ETF (VGT) stake by 44% in Q3 2026, buying an estimated $596K and bringing the position to 16,498 shares worth $2.07M. The position accounts for 1.08% of the portfolio, ranked #29.

Trivant Custom Portfolio Group first reported a position in VGT in Q4 2025 and has held it in 4 quarters since. 2,009 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Trivant Custom Portfolio Group held 16,498 shares of Vanguard Information Technology ETF worth $2.07M as of Q3 2026.
  • Trivant Custom Portfolio Group bought 5,016 Vanguard Information Technology ETF shares in Q3 2026, an estimated $596K.
  • Vanguard Information Technology ETF made up 1.08% of Trivant Custom Portfolio Group's portfolio in Q3 2026, its #29 holding.
  • Trivant Custom Portfolio Group first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,009 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q3 2026, filed 12 Nov 2026.