Legacy Private Trust’s Vanguard Information Technology ETF VGT Stock Holding History

Legacy Private Trust’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
2025 Q4	–	Sell	-4,120	Closed	-$385K	–	266
2025 Q3	$385K	Hold	4,120	–	–	0.02%	212
2025 Q2	$342K	Hold	4,120	–	–	0.02%	207
2025 Q1	$279K	Sell	4,120 -40	-1%	-$3.01K	0.02%	221
2024 Q4	$323K	Hold	4,160	–	–	0.02%	204
2024 Q3	$305K	Hold	4,160	–	–	0.02%	208
2024 Q2	$300K	Buy	4,160 +640	+18%	+$42.5K	0.02%	203
2024 Q1	$231K	Sell	3,520 -440	-11%	-$27.9K	0.02%	217
2023 Q4	$240K	Hold	3,960	–	–	0.02%	210
2023 Q3	$205K	Buy	+3,960	New	+$215K	0.02%	229

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Legacy Private Trust's VGT Position: Q4 2025 in Review

Legacy Private Trust sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 4,120 shares — an estimated $385K sold.

Legacy Private Trust first reported a position in VGT in Q3 2023 and held it in 9 quarters. The position peaked at $385K in Q3 2025. 2,028 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

Legacy Private Trust reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
Legacy Private Trust sold 4,120 Vanguard Information Technology ETF shares in Q4 2025, an estimated $385K.
Legacy Private Trust first reported a position in Vanguard Information Technology ETF in Q3 2023 and held it in 9 quarters.
Legacy Private Trust's Vanguard Information Technology ETF position peaked at $385K in Q3 2025.
2,028 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Legacy Private Trust's 13F filing for Q4 2025, filed 8 Jan 2026.