VisionPoint Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

VisionPoint Advisory 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	$1.15M	Buy	9,185 +3,229	+54%	+$384K	0.18%	124
2026 Q2	$712K	Buy	5,956 +2,300	+63%	+$252K	0.12%	198
2026 Q1	$319K	Buy	+3,656	New	+$337K	0.06%	324
2025 Q1	–	Sell	-1,232	Closed	-$95.7K	–	309
2024 Q4	$95.7K	Sell	1,232 -152	-11%	-$11.7K	0.03%	235
2024 Q3	$101K	Hold	1,384	–	–	0.03%	225
2024 Q2	$100K	Buy	1,384 +24	+2%	+$1.6K	0.04%	218
2024 Q1	$88.9K	Buy	1,360 +64	+5%	+$4.06K	0.03%	217
2023 Q4	$78.2K	Buy	+1,296	New	+$72.2K	0.03%	204
2023 Q3	–	Sell	-1,312	Closed	-$72.7K	–	830
2023 Q2	$72.7K	Buy	+1,312	New	+$65.9K	0.03%	195
2021 Q4	–	Sell	-4,016	Closed	-$225K	–	108
2021 Q3	$225K	Sell	4,016 -376	-9%	-$19.5K	0.1%	96
2021 Q2	$219K	Sell	4,392 -1,208	-22%	-$57K	0.1%	90
2021 Q1	$251K	Sell	5,600 -2,264	-29%	-$102K	0.12%	103
2020 Q4	$348K	Sell	7,864 -680	-8%	-$28K	0.18%	102
2020 Q3	$333K	Buy	+8,544	New	+$322K	0.14%	80
2019 Q2	–	Sell	-198,360	Closed	-$4.98M	–	142
2019 Q1	$4.98M	Buy	198,360 +2,008	+1%	+$46.6K	1.4%	8
2018 Q4	$4.1M	Buy	+196,352	New	+$4.45M	1.33%	11

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

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

VisionPoint Advisory Group's VGT Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Vanguard Information Technology ETF (VGT) stake by 54% in Q3 2026, buying an estimated $384K and bringing the position to 9,185 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #124.

VisionPoint Advisory Group first reported a position in VGT in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.98M in Q1 2019. 661 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

VisionPoint Advisory Group held 9,185 shares of Vanguard Information Technology ETF worth $1.15M as of Q3 2026.
VisionPoint Advisory Group bought 3,229 Vanguard Information Technology ETF shares in Q3 2026, an estimated $384K.
Vanguard Information Technology ETF made up 0.18% of VisionPoint Advisory Group's portfolio in Q3 2026, its #124 holding.
VisionPoint Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 16 quarters since.
VisionPoint Advisory Group's Vanguard Information Technology ETF position peaked at $4.98M in Q1 2019.
661 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.