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 Q3	$1.75M	Buy	13,916 +1,362	+11%	+$162K	0.67%	22
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

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Level Wealth Management's VGT Position: Q3 2026 in Review

Level Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 11% in Q3 2026, buying an estimated $162K and bringing the position to 13,916 shares worth $1.75M. The position accounts for 0.67% of the portfolio, ranked #22.

Level Wealth Management first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. 779 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Level Wealth Management held 13,916 shares of Vanguard Information Technology ETF worth $1.75M as of Q3 2026.
Level Wealth Management bought 1,362 Vanguard Information Technology ETF shares in Q3 2026, an estimated $162K.
Vanguard Information Technology ETF made up 0.67% of Level Wealth Management's portfolio in Q3 2026, its #22 holding.
Level Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
779 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.