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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
2026
Q3 		$202K Buy
+1,605
New +$191K 0.01% 269
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

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Legacy Private Trust's VGT Position: Q3 2026 in Review

Legacy Private Trust opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2026: 1,605 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Legacy Private Trust previously reported a position in VGT as recently as Q3 2025.

Legacy Private Trust first reported a position in VGT in Q3 2023 and has held it in 10 quarters since. The position peaked at $385K in Q3 2025. 131 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Legacy Private Trust held 1,605 shares of Vanguard Information Technology ETF worth $202K as of Q3 2026.
  • Vanguard Information Technology ETF was a new Legacy Private Trust position in Q3 2026.
  • Vanguard Information Technology ETF made up 0.01% of Legacy Private Trust's portfolio in Q3 2026, its #269 holding.
  • Legacy Private Trust first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 10 quarters since.
  • Legacy Private Trust's Vanguard Information Technology ETF position peaked at $385K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.