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Lake Street Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Lake Street Private Wealth’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 		$1.3M Buy
10,882
+1,882
+21% +$206K 0.15% 105
2026
Q1 		$785K Sell
9,000
-704
-7% -$64.8K 0.1% 132
2025
Q4 		$914K Sell
9,704
-192
-2% -$18.2K 0.11% 120
2025
Q3 		$924K Sell
9,896
-32
-0.3% -$2.8K 0.12% 111
2025
Q2 		$824K Buy
9,928
+184
+2% +$13.4K 0.12% 115
2025
Q1 		$661K Sell
9,744
-536
-5% -$40.4K 0.11% 128
2024
Q4 		$799K Sell
10,280
-248
-2% -$19K 0.13% 113
2024
Q3 		$772K Sell
10,528
-816
-7% -$58K 0.12% 126
2024
Q2 		$817K Sell
11,344
-24
-0.2% -$1.59K 0.11% 165
2024
Q1 		$745K Buy
11,368
+16
+0.1% +$1.01K 0.1% 178
2023
Q4 		$687K Sell
11,352
-208
-2% -$11.6K 0.11% 170
2023
Q3 		$597K Buy
11,560
+8
+0.1% +$435 0.11% 171
2023
Q2 		$638K Buy
11,552
+680
+6% +$34.1K 0.11% 163
2023
Q1 		$524K Sell
10,872
-2,824
-21% -$125K 0.1% 178
2022
Q4 		$547K Sell
13,696
-472
-3% -$19.3K 0.11% 173
2022
Q3 		$544K Hold
14,168
– – 0.12% 156
2022
Q2 		$578K Sell
14,168
-8,232
-37% -$371K 0.12% 153
2022
Q1 		$940K Buy
22,400
+7,224
+48% +$371K 0.17% 132
2021
Q4 		$869K Buy
15,176
+800
+6% +$43.9K 0.15% 143
2021
Q3 		$721K Hold
14,376
– – 0.18% 122
2021
Q2 		$717K Sell
14,376
-408
-3% -$19.2K 0.18% 122
2021
Q1 		$662K Buy
14,784
+80
+0.5% +$3.6K 0.18% 120
2020
Q4 		$650K Buy
+14,704
New +$605K 0.19% 115

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

Lake Street Private Wealth's VGT Position: Q2 2026 in Review

Lake Street Private Wealth increased its Vanguard Information Technology ETF (VGT) stake by 21% in Q2 2026, buying an estimated $206K and bringing the position to 10,882 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #105.

Lake Street Private Wealth first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Lake Street Private Wealth held 10,882 shares of Vanguard Information Technology ETF worth $1.3M as of Q2 2026.
  • Lake Street Private Wealth bought 1,882 Vanguard Information Technology ETF shares in Q2 2026, an estimated $206K.
  • Vanguard Information Technology ETF made up 0.15% of Lake Street Private Wealth's portfolio in Q2 2026, its #105 holding.
  • Lake Street Private Wealth first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.