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 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	$99.8K	Buy	1,384 +24	+2%	+$1.59K	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	-$4.97M	–	142
2019 Q1	$4.97M	Buy	198,360 +2,008	+1%	+$46.6K	1.4%	8
2018 Q4	$4.09M	Buy	+196,352	New	+$4.45M	1.33%	11

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

VisionPoint Advisory Group's VGT Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Vanguard Information Technology ETF (VGT) stake by 63% in Q2 2026, buying an estimated $252K and bringing the position to 5,956 shares worth $712K. The position accounts for 0.12% of the portfolio, ranked #198.

VisionPoint Advisory Group first reported a position in VGT in Q4 2018 and has held it in 15 quarters since. The position peaked at $4.97M in Q1 2019. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

VisionPoint Advisory Group held 5,956 shares of Vanguard Information Technology ETF worth $712K as of Q2 2026.
VisionPoint Advisory Group bought 2,300 Vanguard Information Technology ETF shares in Q2 2026, an estimated $252K.
Vanguard Information Technology ETF made up 0.12% of VisionPoint Advisory Group's portfolio in Q2 2026, its #198 holding.
VisionPoint Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 15 quarters since.
VisionPoint Advisory Group's Vanguard Information Technology ETF position peaked at $4.97M in Q1 2019.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.