World Equity Group
VGT icon

World Equity Group’s Vanguard Information Technology ETF VGT Stock Holding History

World Equity 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 		$474K Sell
3,768
-556
-13% -$66.1K 0.2% 116
2026
Q2 		$517K Buy
4,324
+60
+1% +$6.57K 0.12% 210
2026
Q1 		$372K Hold
4,264
– – 0.1% 245
2025
Q4 		$402K Sell
4,264
-64
-1% -$6.08K 0.11% 202
2025
Q3 		$404K Sell
4,328
-184
-4% -$16.1K 0.09% 217
2025
Q2 		$374K Buy
4,512
+1,032
+30% +$75K 0.1% 207
2025
Q1 		$236K Sell
3,480
-3,992
-53% -$301K 0.07% 266
2024
Q4 		$581K Buy
7,472
+3,816
+104% +$293K 0.12% 173
2024
Q3 		$268K Buy
+3,656
New +$260K 0.1% 200
2024
Q1 		– Sell
-4,736
Closed -$287K – 366
2023
Q4 		$287K Sell
4,736
-152
-3% -$8.47K 0.06% 259
2023
Q3 		$254K Buy
4,888
+152
+3% +$8.26K 0.05% 283
2023
Q2 		$262K Buy
+4,736
New +$238K 0.08% 256
2023
Q1 		– Sell
-6,048
Closed -$241K – 584
2022
Q4 		$241K Hold
6,048
– – 0.06% 295
2022
Q3 		$232K Sell
6,048
-264
-4% -$11.6K 0.06% 288
2022
Q2 		$258K Sell
6,312
-472
-7% -$21.3K 0.06% 283
2022
Q1 		$353K Buy
+6,784
New +$348K 0.08% 256

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
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

World Equity Group's VGT Position: Q3 2026 in Review

World Equity Group reduced its Vanguard Information Technology ETF (VGT) stake by 13% in Q3 2026, selling an estimated $66.1K and leaving 3,768 shares worth $474K. The position accounts for 0.2% of the portfolio, ranked #116.

World Equity Group first reported a position in VGT in Q1 2022 and has held it in 16 quarters since. The position peaked at $581K in Q4 2024. 661 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • World Equity Group held 3,768 shares of Vanguard Information Technology ETF worth $474K as of Q3 2026.
  • World Equity Group sold 556 Vanguard Information Technology ETF shares in Q3 2026, an estimated $66.1K.
  • Vanguard Information Technology ETF made up 0.2% of World Equity Group's portfolio in Q3 2026, its #116 holding.
  • World Equity Group first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 16 quarters since.
  • World Equity Group's Vanguard Information Technology ETF position peaked at $581K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.