Legacy Financial Group (Oklahoma)’s Vanguard Information Technology ETF VGT Stock Holding History

Legacy Financial Group (Oklahoma)’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	$708K	Sell	5,921 -175	-3%	-$19.2K	0.17%	47
2026 Q1	$531K	Hold	6,096	–	–	0.14%	52
2025 Q4	$574K	Sell	6,096 -200	-3%	-$19K	0.15%	50
2025 Q3	$587K	Sell	6,296 -152	-2%	-$13.3K	0.16%	48
2025 Q2	$534K	Buy	6,448 +3,408	+112%	+$248K	0.16%	47
2025 Q1	$206K	Sell	3,040 -80	-3%	-$6.03K	0.07%	79
2024 Q4	$243K	Hold	3,120	–	–	0.08%	74
2024 Q3	$227K	Buy	3,120 +24	+0.8%	+$1.71K	0.08%	74
2024 Q2	$223K	Hold	3,096	–	–	0.08%	67
2024 Q1	$203K	Buy	+3,096	New	+$196K	0.08%	74
2023 Q2	–	Sell	-6,344	Closed	-$306K	–	73
2023 Q1	$306K	Sell	6,344 -64	-1%	-$2.83K	0.17%	45
2022 Q4	$256K	Buy	+6,408	New	+$261K	0.16%	49

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

Legacy Financial Group (Oklahoma)'s VGT Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Vanguard Information Technology ETF (VGT) stake by 2.9% in Q2 2026, selling an estimated $19.2K and leaving 5,921 shares worth $708K. The position accounts for 0.17% of the portfolio, ranked #47.

Legacy Financial Group (Oklahoma) first reported a position in VGT in Q4 2022 and has held it in 12 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Legacy Financial Group (Oklahoma) held 5,921 shares of Vanguard Information Technology ETF worth $708K as of Q2 2026.
Legacy Financial Group (Oklahoma) sold 175 Vanguard Information Technology ETF shares in Q2 2026, an estimated $19.2K.
Vanguard Information Technology ETF made up 0.17% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #47 holding.
Legacy Financial Group (Oklahoma) first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 12 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.