JM2 Capital
VGT icon

JM2 Capital’s Vanguard Information Technology ETF VGT Stock Holding History

JM2 Capital’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 		$6.69M Sell
53,202
-31
-0.1% -$3.68K 4.43% 4
2026
Q2 		$6.36M Sell
53,233
-143
-0.3% -$15.7K 4.37% 5
2026
Q1 		$4.66M Sell
53,376
-96
-0.2% -$8.84K 3.86% 4
2025
Q4 		$5.04M Buy
+53,472
New +$5.08M 4.05% 5

Other funds holding VGT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JM2 Capital's VGT Position: Q3 2026 in Review

JM2 Capital reduced its Vanguard Information Technology ETF (VGT) stake by 0.06% in Q3 2026, selling an estimated $3.68K and leaving 53,202 shares worth $6.69M. The position accounts for 4.43% of the portfolio, ranked #4.

JM2 Capital first reported a position in VGT in Q4 2025 and has held it in 4 quarters since. 1,627 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • JM2 Capital held 53,202 shares of Vanguard Information Technology ETF worth $6.69M as of Q3 2026.
  • JM2 Capital sold 31 Vanguard Information Technology ETF shares in Q3 2026, an estimated $3.68K.
  • Vanguard Information Technology ETF made up 4.43% of JM2 Capital's portfolio in Q3 2026, its #4 holding.
  • JM2 Capital first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,627 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.