Lee-Kelleher Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Lee-Kelleher 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	$241K	Buy	+2,016	New	+$221K	0.13%	40

Other funds holding VGT

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

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Lee-Kelleher Wealth Management's VGT Position: Q2 2026 in Review

Lee-Kelleher Wealth Management opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,016 shares worth $241K. The stake represents 0.13% of the portfolio and ranks #40 among its holdings.

605 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Lee-Kelleher Wealth Management held 2,016 shares of Vanguard Information Technology ETF worth $241K as of Q2 2026.
Vanguard Information Technology ETF was a new Lee-Kelleher Wealth Management position in Q2 2026.
Vanguard Information Technology ETF made up 0.13% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #40 holding.
605 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.