Lido Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Lido Advisors’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	$153M	Buy	1,748,928 +138,464	+9%	+$12.7M	0.47%	27
2025 Q4	$151M	Buy	1,610,464 +583,832	+57%	+$55.5M	0.45%	31
2025 Q3	$95.8M	Buy	1,026,632 +319,584	+45%	+$27.9M	0.3%	48
2025 Q2	$58.6M	Buy	707,048 +39,680	+6%	+$2.89M	0.23%	62
2025 Q1	$45.2M	Buy	667,368 +58,336	+10%	+$4.4M	0.2%	69
2024 Q4	$47.3M	Buy	609,032 +16,608	+3%	+$1.28M	0.22%	60
2024 Q3	$43.4M	Buy	592,424 +105,816	+22%	+$7.52M	0.22%	50
2024 Q2	$35.1M	Buy	486,608 +34,048	+8%	+$2.26M	0.2%	56
2024 Q1	$29.7M	Buy	452,560 +13,400	+3%	+$849K	0.17%	61
2023 Q4	$26.6M	Buy	439,160 +212,048	+93%	+$11.8M	0.18%	60
2023 Q3	$11.8M	Sell	227,112 -105,112	-32%	-$5.72M	0.09%	123
2023 Q2	$18.4M	Sell	332,224 -333,640	-50%	-$16.8M	0.13%	84
2023 Q1	$32.1M	Buy	665,864 +14,720	+2%	+$651K	0.31%	39
2022 Q4	$26M	Buy	651,144 +465,776	+251%	+$19M	0.32%	38
2022 Q3	$7.12M	Sell	185,368 -2,512	-1%	-$110K	0.09%	116
2022 Q2	$7.67M	Sell	187,880 -111,704	-37%	-$5.03M	0.1%	102
2022 Q1	$15.6M	Sell	299,584 -4,256	-1%	-$218K	0.17%	68
2021 Q4	$17.4M	Sell	303,840 -24,344	-7%	-$1.34M	0.19%	58
2021 Q3	$16.5M	Buy	328,184 +32,184	+11%	+$1.67M	0.23%	51
2021 Q2	$14.8M	Sell	296,000 -36,280	-11%	-$1.71M	0.21%	56
2021 Q1	$14.9M	Sell	332,280 -14,408	-4%	-$648K	0.26%	47
2020 Q4	$15.3M	Sell	346,688 -3,472	-1%	-$143K	0.32%	37
2020 Q3	$13.6M	Sell	350,160 -4,360	-1%	-$164K	0.35%	35
2020 Q2	$12.4M	Sell	354,520 -11,440	-3%	-$357K	0.37%	36
2020 Q1	$9.69M	Sell	365,960 -32,472	-8%	-$984K	0.41%	31
2019 Q4	$12.2M	Buy	398,432 +19,376	+5%	+$555K	0.49%	31
2019 Q3	$10.3M	Sell	379,056 -7,552	-2%	-$203K	0.52%	30
2019 Q2	$10.2M	Sell	386,608 -3,880	-1%	-$100K	0.58%	31
2019 Q1	$9.79M	Buy	390,488 +375,072	+2,433%	+$8.71M	0.64%	35
2018 Q4	$321K	Buy	+15,416	New	+$349K	0.03%	291

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors's VGT Position: Q1 2026 in Review

Lido Advisors increased its Vanguard Information Technology ETF (VGT) stake by 8.6% in Q1 2026, buying an estimated $12.7M and bringing the position to 1,748,928 shares worth $153M. The position accounts for 0.47% of the portfolio, ranked #27.

Lido Advisors first reported a position in VGT in Q4 2018 and has held it in 30 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Lido Advisors held 1,748,928 shares of Vanguard Information Technology ETF worth $153M as of Q1 2026.
Lido Advisors bought 138,464 Vanguard Information Technology ETF shares in Q1 2026, an estimated $12.7M.
Vanguard Information Technology ETF made up 0.47% of Lido Advisors's portfolio in Q1 2026, its #27 holding.
Lido Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 30 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.