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 Q3	$587K	Sell	4,672 -63	-1%	-$7.49K	0.02%	196
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%	+$9.6K	0.01%	256
2024 Q4	$231K	Buy	+2,976	New	+$229K	0.01%	237

Other funds holding VGT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Klingman & Associates's VGT Position: Q3 2026 in Review

Klingman & Associates reduced its Vanguard Information Technology ETF (VGT) stake by 1.3% in Q3 2026, selling an estimated $7.49K and leaving 4,672 shares worth $587K. The position accounts for 0.02% of the portfolio, ranked #196.

Klingman & Associates first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. 1,710 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Klingman & Associates held 4,672 shares of Vanguard Information Technology ETF worth $587K as of Q3 2026.
Klingman & Associates sold 63 Vanguard Information Technology ETF shares in Q3 2026, an estimated $7.49K.
Vanguard Information Technology ETF made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #196 holding.
Klingman & Associates first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
1,710 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.