TrueWealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

TrueWealth Advisors’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	$527K	Hold	4,192	–	–	0.12%	144
2026 Q2	$501K	Hold	4,192	–	–	0.11%	144
2026 Q1	$366K	Hold	4,192	–	–	0.09%	176
2025 Q4	$395K	Hold	4,192	–	–	0.1%	162
2025 Q3	$391K	Hold	4,192	–	–	0.11%	153
2025 Q2	$348K	Hold	4,192	–	–	0.1%	157
2025 Q1	$284K	Hold	4,192	–	–	0.09%	166
2024 Q4	$326K	Hold	4,192	–	–	0.11%	159
2024 Q3	$307K	Hold	4,192	–	–	0.1%	173
2024 Q2	$302K	Hold	4,192	–	–	0.11%	156
2024 Q1	$275K	Sell	4,192 -48	-1%	-$3.04K	0.11%	166
2023 Q4	$257K	Sell	4,240 -272	-6%	-$15.2K	0.1%	158
2023 Q3	$234K	Hold	4,512	–	–	0.1%	163
2023 Q2	$249K	Buy	4,512 +272	+6%	+$13.7K	0.1%	155
2023 Q1	$204K	Buy	+4,240	New	+$187K	0.09%	181
2022 Q2	–	Sell	-4,280	Closed	-$245K	–	195
2022 Q1	$245K	Hold	4,280	–	–	0.11%	153
2021 Q4	$245K	Hold	4,280	–	–	0.11%	153
2021 Q3	$215K	Sell	4,280 -2,368	-36%	-$123K	0.12%	132
2021 Q2	$331K	Sell	6,648 -144	-2%	-$6.79K	0.19%	90
2021 Q1	$322K	Hold	6,792	–	–	0.21%	88
2020 Q4	$301K	Buy	+6,792	New	+$279K	0.26%	64

Other funds holding VGT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

TrueWealth Advisors's VGT Position: Q3 2026 in Review

TrueWealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 4,192 shares worth $527K. The position accounts for 0.12% of the portfolio, ranked #144.

TrueWealth Advisors first reported a position in VGT in Q4 2020 and has held it in 21 quarters since. 1,627 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

TrueWealth Advisors held 4,192 shares of Vanguard Information Technology ETF worth $527K as of Q3 2026.
TrueWealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.12% of TrueWealth Advisors's portfolio in Q3 2026, its #144 holding.
TrueWealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 21 quarters since.
1,627 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.