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 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

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 Strategies's VGT Position: Q2 2026 in Review

Legacy Financial Strategies held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 3,216 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #103.

Legacy Financial Strategies first reported a position in VGT in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.04M in Q4 2017. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Legacy Financial Strategies held 3,216 shares of Vanguard Information Technology ETF worth $384K as of Q2 2026.
Legacy Financial Strategies left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.06% of Legacy Financial Strategies's portfolio in Q2 2026, its #103 holding.
Legacy Financial Strategies first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 10 quarters since.
Legacy Financial Strategies's Vanguard Information Technology ETF position peaked at $1.04M in Q4 2017.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.