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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truepoint Inc's VGT Position: Q1 2026 in Review

Truepoint Inc held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 34,456 shares worth $3.01M. The position accounts for 0.07% of the portfolio, ranked #45.

Truepoint Inc first reported a position in VGT in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.25M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Truepoint Inc held 34,456 shares of Vanguard Information Technology ETF worth $3.01M as of Q1 2026.
Truepoint Inc left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.07% of Truepoint Inc's portfolio in Q1 2026, its #45 holding.
Truepoint Inc first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 16 quarters since.
Truepoint Inc's Vanguard Information Technology ETF position peaked at $3.25M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.