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LifeSteps Financial’s Vanguard Information Technology ETF VGT Stock Holding History

LifeSteps Financial’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 		$23.9K Buy
+200
New +$21.9K 0.01% 284
2024
Q2 		– Sell
-264
Closed -$17.3K – 399
2024
Q1 		$17.3K Buy
+264
New +$16.7K 0.01% 242

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
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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

LifeSteps Financial's VGT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 200 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VGT as recently as Q1 2024.

LifeSteps Financial first reported a position in VGT in Q1 2024 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • LifeSteps Financial held 200 shares of Vanguard Information Technology ETF worth $23.9K as of Q2 2026.
  • Vanguard Information Technology ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Information Technology ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #284 holding.
  • LifeSteps Financial first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.