Lakeridge Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Lakeridge Wealth Management’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	$390K	Buy	3,265 +1	+0%	+$109	0.14%	124
2026 Q1	$285K	Hold	3,264	–	–	0.12%	135
2025 Q4	$308K	Hold	3,264	–	–	0.14%	125
2025 Q3	$305K	Buy	3,264 +128	+4%	+$11.2K	0.14%	119
2025 Q2	$260K	Sell	3,136 -240	-7%	-$17.5K	0.12%	129
2025 Q1	$229K	Hold	3,376	–	–	0.11%	139
2024 Q4	$262K	Sell	3,376 -432	-11%	-$33.2K	0.14%	129
2024 Q3	$279K	Buy	3,808 +48	+1%	+$3.41K	0.15%	119
2024 Q2	$271K	Hold	3,760	–	–	0.16%	116
2024 Q1	$247K	Hold	3,760	–	–	0.16%	111
2023 Q4	$228K	Buy	+3,760	New	+$209K	0.16%	111

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

Lakeridge Wealth Management's VGT Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.03% in Q2 2026, buying an estimated $109 and bringing the position to 3,265 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #124.

Lakeridge Wealth Management first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Lakeridge Wealth Management held 3,265 shares of Vanguard Information Technology ETF worth $390K as of Q2 2026.
Lakeridge Wealth Management bought 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
Vanguard Information Technology ETF made up 0.14% of Lakeridge Wealth Management's portfolio in Q2 2026, its #124 holding.
Lakeridge Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.