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Legacy Wealth Management (Idaho)’s Vanguard Information Technology ETF VGT Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-48
Closed -$4.19K – 935
2026
Q1 		$4.19K Buy
+48
New +$4.42K ﹤0.01% 652
2025
Q3 		– Sell
-72
Closed -$5.97K – 826
2025
Q2 		$5.97K Buy
+72
New +$5.24K ﹤0.01% 375

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VGT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 48 shares — an estimated $4.19K sold.

Legacy Wealth Management (Idaho) first reported a position in VGT in Q2 2025 and held it in 2 quarters. The position peaked at $5.97K in Q2 2025. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 48 Vanguard Information Technology ETF shares in Q2 2026, an estimated $4.19K.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Information Technology ETF in Q2 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Vanguard Information Technology ETF position peaked at $5.97K in Q2 2025.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.