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Leeward Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Leeward Financial Partners’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 		$19.1M Sell
159,986
-9,414
-6% -$1.03M 5.02% 3
2026
Q1 		$14.8M Sell
169,400
-17,984
-10% -$1.66M 4.39% 3
2025
Q4 		$17.7M Sell
187,384
-2,168
-1% -$206K 4.96% 3
2025
Q3 		$17.7M Buy
189,552
+6,432
+4% +$562K 5.03% 3
2025
Q2 		$15.2M Sell
183,120
-160
-0.1% -$11.6K 4.81% 3
2025
Q1 		$12.4M Sell
183,280
-44,368
-19% -$3.34M 4.64% 4
2024
Q4 		$17.7M Buy
227,648
+13,328
+6% +$1.02M 6.31% 2
2024
Q3 		$15.7M Buy
214,320
+3,656
+2% +$260K 5.93% 3
2024
Q2 		$15.2M Buy
210,664
+22,768
+12% +$1.51M 6.16% 3
2024
Q1 		$12.3M Buy
187,896
+9,672
+5% +$613K 5.21% 4
2023
Q4 		$10.8M Buy
178,224
+2,872
+2% +$160K 5.21% 4
2023
Q3 		$9.09M Buy
175,352
+18,168
+12% +$988K 5.03% 4
2023
Q2 		$8.69M Buy
157,184
+25,968
+20% +$1.3M 4.99% 4
2023
Q1 		$6.32M Buy
131,216
+2,416
+2% +$107K 3.87% 5
2022
Q4 		$5.14M Sell
128,800
-42,712
-25% -$1.74M 3.55% 6
2022
Q3 		$6.59M Buy
171,512
+936
+0.5% +$41.2K 4.73% 2
2022
Q2 		$6.96M Buy
170,576
+6,104
+4% +$275K 4.78% 1
2022
Q1 		$8.56M Buy
164,472
+1,000
+0.6% +$51.3K 5.29% 1
2021
Q4 		$9.36M Buy
+163,472
New +$8.98M 5.85% 1

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Leeward Financial Partners's VGT Position: Q2 2026 in Review

Leeward Financial Partners reduced its Vanguard Information Technology ETF (VGT) stake by 5.6% in Q2 2026, selling an estimated $1.03M and leaving 159,986 shares worth $19.1M. The position accounts for 5.02% of the portfolio, ranked #3.

Leeward Financial Partners first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 2,179 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Leeward Financial Partners held 159,986 shares of Vanguard Information Technology ETF worth $19.1M as of Q2 2026.
  • Leeward Financial Partners sold 9,414 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.03M.
  • Vanguard Information Technology ETF made up 5.02% of Leeward Financial Partners's portfolio in Q2 2026, its #3 holding.
  • Leeward Financial Partners first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.