FWM
VGT icon

Fingerlakes Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Fingerlakes Wealth Management’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 		$6.72M Buy
56,264
+952
+2% +$104K 3.62% 7
2026
Q1 		$4.82M Sell
55,312
-2,232
-4% -$206K 3.2% 7
2025
Q4 		$5.42M Sell
57,544
-2,688
-4% -$255K 3.45% 7
2025
Q3 		$5.62M Sell
60,232
-544
-0.9% -$47.5K 3.67% 7
2025
Q2 		$5.04M Sell
60,776
-952
-2% -$69.2K 3.76% 7
2025
Q1 		$4.18M Sell
61,728
-1,200
-2% -$90.4K 3.56% 5
2024
Q4 		$4.89M Buy
62,928
+1,456
+2% +$112K 3.95% 4
2024
Q3 		$4.51M Sell
61,472
-1,568
-2% -$111K 3.75% 4
2024
Q2 		$4.54M Buy
63,040
+72
+0.1% +$4.79K 4.08% 4
2024
Q1 		$4.13M Sell
62,968
-184
-0.3% -$11.7K 3.98% 4
2023
Q4 		$3.82M Sell
63,152
-128
-0.2% -$7.13K 4.11% 4
2023
Q3 		$3.28M Sell
63,280
-400
-0.6% -$21.8K 4.01% 4
2023
Q2 		$3.52M Buy
63,680
+80
+0.1% +$4.02K 4.03% 4
2023
Q1 		$3.06M Buy
63,600
+848
+1% +$37.5K 3.82% 4
2022
Q4 		$2.51M Buy
62,752
+528
+0.8% +$21.5K 3.44% 6
2022
Q3 		$2.39M Buy
62,224
+5,272
+9% +$232K 3.49% 5
2022
Q2 		$2.33M Buy
56,952
+1,672
+3% +$75.3K 3.18% 5
2022
Q1 		$2.88M Buy
55,280
+552
+1% +$28.3K 3.36% 5
2021
Q4 		$3.14M Buy
+54,728
New +$3M 3.54% 5

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fingerlakes Wealth Management's VGT Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 1.7% in Q2 2026, buying an estimated $104K and bringing the position to 56,264 shares worth $6.72M. The position accounts for 3.62% of the portfolio, ranked #7.

Fingerlakes Wealth Management first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Fingerlakes Wealth Management held 56,264 shares of Vanguard Information Technology ETF worth $6.72M as of Q2 2026.
  • Fingerlakes Wealth Management bought 952 Vanguard Information Technology ETF shares in Q2 2026, an estimated $104K.
  • Vanguard Information Technology ETF made up 3.62% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.