LBMC Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

LBMC Investment 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 Q2	$3.72M	Buy	31,118 +14	+0%	+$1.53K	0.2%	56
2026 Q1	$2.71M	Buy	31,104 +8,184	+36%	+$754K	0.17%	64
2025 Q4	$2.16M	Buy	22,920 +8	+0%	+$760	0.13%	67
2025 Q3	$2.14M	Hold	22,912	–	–	0.14%	67
2025 Q2	$1.9M	Buy	22,912 +12,048	+111%	+$876K	0.14%	67
2025 Q1	$737K	Buy	10,864 +6,440	+146%	+$485K	0.06%	94
2024 Q4	$344K	Buy	4,424 +8	+0.2%	+$614	0.03%	149
2024 Q3	$324K	Buy	4,416 +168	+4%	+$11.9K	0.03%	144
2024 Q2	$306K	Hold	4,248	–	–	0.03%	144
2024 Q1	$278K	Buy	4,248 +8	+0.2%	+$507	0.02%	147
2023 Q4	$257K	Buy	+4,240	New	+$236K	0.02%	137

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

LBMC Investment Advisors's VGT Position: Q2 2026 in Review

LBMC Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.05% in Q2 2026, buying an estimated $1.53K and bringing the position to 31,118 shares worth $3.72M. The position accounts for 0.2% of the portfolio, ranked #56.

LBMC Investment Advisors first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

LBMC Investment Advisors held 31,118 shares of Vanguard Information Technology ETF worth $3.72M as of Q2 2026.
LBMC Investment Advisors bought 14 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.53K.
Vanguard Information Technology ETF made up 0.2% of LBMC Investment Advisors's portfolio in Q2 2026, its #56 holding.
LBMC Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.