Legacy Financial Strategies’s Vanguard Information Technology ETF VGT Stock Holding History

Legacy Financial Strategies’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 Q3	$404K	Hold	3,216	–	–	0.07%	97
2026 Q2	$384K	Hold	3,216	–	–	0.06%	103
2026 Q1	$280K	Hold	3,216	–	–	0.05%	119
2025 Q4	$303K	Hold	3,216	–	–	0.05%	108
2025 Q3	$300K	Hold	3,216	–	–	0.05%	106
2025 Q2	$267K	Hold	3,216	–	–	0.05%	107
2025 Q1	$218K	Hold	3,216	–	–	0.05%	110
2024 Q4	$250K	Buy	+3,216	New	+$247K	0.05%	103
2018 Q3	–	Sell	-37,272	Closed	-$845K	–	87
2018 Q2	$845K	Sell	37,272 -5,744	-13%	-$129K	0.76%	14
2018 Q1	$920K	Sell	43,016 -7,336	-15%	-$160K	0.9%	15
2017 Q4	$1.04M	Buy	+50,352	New	+$1.02M	1.1%	16

Other funds holding VGT

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Financial Strategies's VGT Position: Q3 2026 in Review

Legacy Financial Strategies held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 3,216 shares worth $404K. The position accounts for 0.07% of the portfolio, ranked #97.

Legacy Financial Strategies first reported a position in VGT in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2017. 376 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Legacy Financial Strategies held 3,216 shares of Vanguard Information Technology ETF worth $404K as of Q3 2026.
Legacy Financial Strategies left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.07% of Legacy Financial Strategies's portfolio in Q3 2026, its #97 holding.
Legacy Financial Strategies first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 11 quarters since.
Legacy Financial Strategies's Vanguard Information Technology ETF position peaked at $1.04M in Q4 2017.
376 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.