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

LM 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	$2.04M	Buy	17,075 +5,163	+43%	+$565K	0.24%	69
2026 Q1	$2.13K	Sell	11,912 -3,936	-25%	-$362K	0.03%	182
2025 Q4	$2.63K	Sell	15,848 -4,848	-23%	-$461K	0.05%	165
2025 Q3	$1.93M	Hold	20,696	–	–	0.28%	61
2025 Q2	$1.72M	Hold	20,696	–	–	0.22%	59
2025 Q1	$1.4M	Buy	20,696 +824	+4%	+$62.1K	0.25%	72
2024 Q4	$1.54M	Sell	19,872 -8	-0%	-$614	0.28%	65
2024 Q3	$1.46M	Hold	19,880	–	–	0.3%	61
2024 Q2	$1.43M	Hold	19,880	–	–	﹤0.01%	81
2024 Q1	$1.3M	Hold	19,880	–	–	0.21%	83
2023 Q4	$1.2M	Buy	+19,880	New	+$1.11M	0.24%	69

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

LM Advisors's VGT Position: Q2 2026 in Review

LM Advisors increased its Vanguard Information Technology ETF (VGT) stake by 43% in Q2 2026, buying an estimated $565K and bringing the position to 17,075 shares worth $2.04M. The position accounts for 0.24% of the portfolio, ranked #69.

LM Advisors first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

LM Advisors held 17,075 shares of Vanguard Information Technology ETF worth $2.04M as of Q2 2026.
LM Advisors bought 5,163 Vanguard Information Technology ETF shares in Q2 2026, an estimated $565K.
Vanguard Information Technology ETF made up 0.24% of LM Advisors's portfolio in Q2 2026, its #69 holding.
LM Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.