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

Latko 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	$5.49M	Sell	45,942 -3,538	-7%	-$387K	2.33%	13
2026 Q1	$4.32M	Buy	49,480 +9,384	+23%	+$864K	2.1%	14
2025 Q4	$3.78M	Buy	40,096 +1,592	+4%	+$151K	1.85%	13
2025 Q3	$3.59M	Sell	38,504 -5,560	-13%	-$486K	1.82%	14
2025 Q2	$3.65M	Buy	44,064 +24,016	+120%	+$1.75M	2.05%	11
2025 Q1	$1.36M	Buy	20,048 +5,600	+39%	+$422K	0.88%	15
2024 Q4	$1.12M	Sell	14,448 -120	-0.8%	-$9.22K	0.67%	15
2024 Q3	$1.07M	Buy	+14,568	New	+$1.04M	0.65%	16

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

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

Latko Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 7.2% in Q2 2026, selling an estimated $387K and leaving 45,942 shares worth $5.49M. The position accounts for 2.33% of the portfolio, ranked #13.

Latko Wealth Management first reported a position in VGT in Q3 2024 and has held it in 8 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Latko Wealth Management held 45,942 shares of Vanguard Information Technology ETF worth $5.49M as of Q2 2026.
Latko Wealth Management sold 3,538 Vanguard Information Technology ETF shares in Q2 2026, an estimated $387K.
Vanguard Information Technology ETF made up 2.33% of Latko Wealth Management's portfolio in Q2 2026, its #13 holding.
Latko Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.