Truepoint Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Truepoint Inc’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 Q2	$4.12M	Sell	34,432 -24	-0.1%	-$2.63K	0.09%	39
2026 Q1	$3.01M	Hold	34,456	–	–	0.07%	45
2025 Q4	$3.25M	Buy	34,456 +104	+0.3%	+$9.88K	0.07%	45
2025 Q3	$3.21M	Sell	34,352 -776	-2%	-$67.8K	0.07%	44
2025 Q2	$2.91M	Sell	35,128 -760	-2%	-$55.3K	0.07%	43
2025 Q1	$2.43M	Buy	+35,888	New	+$2.7M	0.07%	47
2024 Q1	–	Sell	-35,128	Closed	-$2.13M	–	238
2023 Q4	$2.13M	Hold	35,128	–	–	0.06%	55
2023 Q3	$1.82M	Hold	35,128	–	–	0.06%	59
2023 Q2	$1.94M	Hold	35,128	–	–	0.06%	51
2023 Q1	$1.69M	Hold	35,128	–	–	0.06%	52
2022 Q4	$1.4M	Buy	+35,128	New	+$1.43M	0.05%	62
2022 Q2	–	Sell	-32,776	Closed	-$1.71M	–	172
2022 Q1	$1.71M	Buy	32,776 +16,776	+105%	+$861K	0.08%	45
2021 Q4	$916K	Hold	16,000	–	–	0.04%	62
2021 Q3	$803K	Hold	16,000	–	–	0.04%	64
2021 Q2	$798K	Hold	16,000	–	–	0.04%	59
2021 Q1	$717K	Hold	16,000	–	–	0.04%	57
2020 Q4	$708K	Buy	+16,000	New	+$658K	0.05%	53

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Truepoint Inc's VGT Position: Q2 2026 in Review

Truepoint Inc reduced its Vanguard Information Technology ETF (VGT) stake by 0.07% in Q2 2026, selling an estimated $2.63K and leaving 34,432 shares worth $4.12M. The position accounts for 0.09% of the portfolio, ranked #39.

Truepoint Inc first reported a position in VGT in Q4 2020 and has held it in 17 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Truepoint Inc held 34,432 shares of Vanguard Information Technology ETF worth $4.12M as of Q2 2026.
Truepoint Inc sold 24 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.63K.
Vanguard Information Technology ETF made up 0.09% of Truepoint Inc's portfolio in Q2 2026, its #39 holding.
Truepoint Inc first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 17 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.