Klingman & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Klingman & 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	$566K	Buy	4,735 +1,039	+28%	+$114K	0.02%	189
2026 Q1	$322K	Buy	3,696 +656	+22%	+$60.4K	0.02%	251
2025 Q4	$286K	Sell	3,040 -168	-5%	-$16K	0.01%	261
2025 Q3	$299K	Buy	3,208 +168	+6%	+$14.7K	0.02%	253
2025 Q2	$252K	Sell	3,040 -64	-2%	-$4.65K	0.01%	271
2025 Q1	$210K	Buy	3,104 +128	+4%	+$9.64K	0.01%	256
2024 Q4	$231K	Buy	+2,976	New	+$229K	0.01%	237

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

Klingman & Associates's VGT Position: Q2 2026 in Review

Klingman & Associates increased its Vanguard Information Technology ETF (VGT) stake by 28% in Q2 2026, buying an estimated $114K and bringing the position to 4,735 shares worth $566K. The position accounts for 0.02% of the portfolio, ranked #189.

Klingman & Associates first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Klingman & Associates held 4,735 shares of Vanguard Information Technology ETF worth $566K as of Q2 2026.
Klingman & Associates bought 1,039 Vanguard Information Technology ETF shares in Q2 2026, an estimated $114K.
Vanguard Information Technology ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #189 holding.
Klingman & Associates first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.