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Leo Wealth LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Leo Wealth LLC’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
Q1 		$904K Sell
10,368
-216
-2% -$19.9K 0.07% 196
2025
Q4 		$997K Buy
+10,584
New +$1.01M 0.07% 177

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leo Wealth LLC's VGT Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard Information Technology ETF (VGT) stake by 2% in Q1 2026, selling an estimated $19.9K and leaving 10,368 shares worth $904K. The position accounts for 0.07% of the portfolio, ranked #196.

Leo Wealth LLC first reported a position in VGT in Q4 2025 and has held it in 2 quarters since. The position peaked at $997K in Q4 2025. 1,984 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Leo Wealth LLC held 10,368 shares of Vanguard Information Technology ETF worth $904K as of Q1 2026.
  • Leo Wealth LLC sold 216 Vanguard Information Technology ETF shares in Q1 2026, an estimated $19.9K.
  • Vanguard Information Technology ETF made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #196 holding.
  • Leo Wealth LLC first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • Leo Wealth LLC's Vanguard Information Technology ETF position peaked at $997K in Q4 2025.
  • 1,984 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.