Lauterbach Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Lauterbach Financial Advisors’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 Q1	$549K	Hold	6,296	–	–	0.27%	47
2025 Q4	$593K	Sell	6,296 -2,488	-28%	-$236K	0.29%	43
2025 Q3	$820K	Hold	8,784	–	–	0.41%	31
2025 Q2	$728K	Hold	8,784	–	–	0.4%	33
2025 Q1	$596K	Hold	8,784	–	–	0.37%	36
2024 Q4	$683K	Hold	8,784	–	–	0.41%	33
2024 Q3	$644K	Hold	8,784	–	–	0.39%	34
2024 Q2	$586K	Hold	8,784	–	–	0.39%	35
2024 Q1	$576K	Hold	8,784	–	–	0.38%	32
2023 Q4	$531K	Hold	8,784	–	–	0.37%	31
2023 Q3	$455K	Hold	8,784	–	–	0.36%	34
2023 Q2	$485K	Hold	8,784	–	–	0.37%	31
2023 Q1	$423K	Hold	8,784	–	–	0.34%	33
2022 Q4	$351K	Buy	8,784 +8	+0.1%	+$326	0.31%	34
2022 Q3	$337K	Hold	8,776	–	–	0.34%	31
2022 Q2	$358K	Hold	8,776	–	–	0.34%	30
2022 Q1	$457K	Hold	8,776	–	–	0.42%	26
2021 Q4	$503K	Buy	+8,776	New	+$482K	0.44%	23

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lauterbach Financial Advisors's VGT Position: Q1 2026 in Review

Lauterbach Financial Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 6,296 shares worth $549K. The position accounts for 0.27% of the portfolio, ranked #47.

Lauterbach Financial Advisors first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. The position peaked at $820K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Lauterbach Financial Advisors held 6,296 shares of Vanguard Information Technology ETF worth $549K as of Q1 2026.
Lauterbach Financial Advisors left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.27% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #47 holding.
Lauterbach Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
Lauterbach Financial Advisors's Vanguard Information Technology ETF position peaked at $820K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.