J. Derek Lewis & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

J. Derek Lewis & Associates’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	$1.27M	Buy	10,595 +2,259	+27%	+$247K	0.24%	56
2026 Q1	$727K	Buy	8,336 +848	+11%	+$78.1K	0.16%	80
2025 Q4	$706K	Buy	+7,488	New	+$711K	0.17%	77

Other funds holding VGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

J. Derek Lewis & Associates's VGT Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Vanguard Information Technology ETF (VGT) stake by 27% in Q2 2026, buying an estimated $247K and bringing the position to 10,595 shares worth $1.27M. The position accounts for 0.24% of the portfolio, ranked #56.

J. Derek Lewis & Associates first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

J. Derek Lewis & Associates held 10,595 shares of Vanguard Information Technology ETF worth $1.27M as of Q2 2026.
J. Derek Lewis & Associates bought 2,259 Vanguard Information Technology ETF shares in Q2 2026, an estimated $247K.
Vanguard Information Technology ETF made up 0.24% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #56 holding.
J. Derek Lewis & Associates first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.