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

Lifeworks 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
Q2 		$226K Sell
1,888
-1,240
-40% -$136K 0.02% 313
2026
Q1 		$273K Buy
+3,128
New +$288K 0.04% 257

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Lifeworks Advisors's VGT Position: Q2 2026 in Review

Lifeworks Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 40% in Q2 2026, selling an estimated $136K and leaving 1,888 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #313.

Lifeworks Advisors first reported a position in VGT in Q1 2026 and has held it in 2 quarters since. The position peaked at $273K in Q1 2026. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Lifeworks Advisors held 1,888 shares of Vanguard Information Technology ETF worth $226K as of Q2 2026.
  • Lifeworks Advisors sold 1,240 Vanguard Information Technology ETF shares in Q2 2026, an estimated $136K.
  • Vanguard Information Technology ETF made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #313 holding.
  • Lifeworks Advisors first reported a position in Vanguard Information Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • Lifeworks Advisors's Vanguard Information Technology ETF position peaked at $273K in Q1 2026.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.