Level Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Level Wealth Management’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	$1.5M	Buy	12,554 +2	+0%	+$219	0.6%	21
2026 Q1	$1.09M	Sell	12,552 -1,576	-11%	-$145K	0.51%	23
2025 Q4	$1.33M	Sell	14,128 -280	-2%	-$26.6K	0.68%	21
2025 Q3	$1.34M	Sell	14,408 -4,096	-22%	-$358K	0.71%	19
2025 Q2	$1.53M	Hold	18,504	–	–	0.89%	17
2025 Q1	$1.25M	Hold	18,504	–	–	0.82%	15
2024 Q4	$1.44M	Buy	+18,504	New	+$1.42M	1.02%	14

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Level Wealth Management's VGT Position: Q2 2026 in Review

Level Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.02% in Q2 2026, buying an estimated $219 and bringing the position to 12,554 shares worth $1.5M. The position accounts for 0.6% of the portfolio, ranked #21.

Level Wealth Management first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q2 2025. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Level Wealth Management held 12,554 shares of Vanguard Information Technology ETF worth $1.5M as of Q2 2026.
Level Wealth Management bought 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.6% of Level Wealth Management's portfolio in Q2 2026, its #21 holding.
Level Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
Level Wealth Management's Vanguard Information Technology ETF position peaked at $1.53M in Q2 2025.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.