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

Legacy Wealth Management (Mississippi)’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	$768K	Buy	6,428 +4	+0.1%	+$438	0.2%	61
2026 Q1	$561K	Hold	6,424	–	–	0.16%	68
2025 Q4	$606K	Hold	6,424	–	–	0.16%	63
2025 Q3	$600K	Sell	6,424 -680	-10%	-$59.4K	0.18%	60
2025 Q2	$589K	Sell	7,104 -7,216	-50%	-$525K	0.18%	61
2025 Q1	$971K	Buy	14,320 +7,168	+100%	+$540K	0.32%	47
2024 Q4	$556K	Sell	7,152 -7,184	-50%	-$552K	0.22%	64
2024 Q3	$1.05M	Buy	+14,336	New	+$1.02M	0.39%	47

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) increased its Vanguard Information Technology ETF (VGT) stake by 0.06% in Q2 2026, buying an estimated $438 and bringing the position to 6,428 shares worth $768K. The position accounts for 0.2% of the portfolio, ranked #61.

Legacy Wealth Management (Mississippi) first reported a position in VGT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q3 2024. 772 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Legacy Wealth Management (Mississippi) held 6,428 shares of Vanguard Information Technology ETF worth $768K as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 4 Vanguard Information Technology ETF shares in Q2 2026, an estimated $438.
Vanguard Information Technology ETF made up 0.2% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #61 holding.
Legacy Wealth Management (Mississippi) first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Mississippi)'s Vanguard Information Technology ETF position peaked at $1.05M in Q3 2024.
772 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.