True Wealth Design’s Vanguard Information Technology ETF VGT Stock Holding History

True Wealth Design’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	$41.6K	Sell	331 -85	-20%	-$10.1K	0.01%	575
2026 Q2	$49.7K	Hold	416	–	–	0.01%	489
2026 Q1	$36.3K	Hold	416	–	–	0.01%	493
2025 Q4	$39.2K	Hold	416	–	–	0.01%	407
2025 Q3	$38.8K	Hold	416	–	–	0.01%	388
2025 Q2	$34.5K	Hold	416	–	–	0.01%	263
2025 Q1	$28.2K	Hold	416	–	–	0.01%	284
2024 Q4	$32.3K	Hold	416	–	–	0.01%	252
2024 Q3	$30.5K	Hold	416	–	–	0.01%	241
2024 Q2	$30K	Hold	416	–	–	0.01%	191
2024 Q1	$27.3K	Hold	416	–	–	0.01%	193
2023 Q4	$25.2K	Hold	416	–	–	0.01%	190
2023 Q3	$21.6K	Sell	416 -176	-30%	-$9.57K	0.01%	175
2023 Q2	$32.7K	Sell	592 -2,168	-79%	-$109K	0.01%	169
2023 Q1	$133K	Hold	2,760	–	–	0.06%	125
2022 Q4	$110K	Buy	+2,760	New	+$113K	0.05%	124

Other funds holding VGT

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

FNFDCM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

True Wealth Design's VGT Position: Q3 2026 in Review

True Wealth Design reduced its Vanguard Information Technology ETF (VGT) stake by 20% in Q3 2026, selling an estimated $10.1K and leaving 331 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #575.

True Wealth Design first reported a position in VGT in Q4 2022 and has held it in 16 quarters since. The position peaked at $133K in Q1 2023. 219 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

True Wealth Design held 331 shares of Vanguard Information Technology ETF worth $41.6K as of Q3 2026.
True Wealth Design sold 85 Vanguard Information Technology ETF shares in Q3 2026, an estimated $10.1K.
Vanguard Information Technology ETF made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #575 holding.
True Wealth Design first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Vanguard Information Technology ETF position peaked at $133K in Q1 2023.
219 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

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