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LMG Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

LMG Wealth Partners’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 		$869K Hold
7,272
– – 0.14% 106
2026
Q1 		$634K Hold
7,272
– – 0.12% 107
2025
Q4 		$685K Hold
7,272
– – 0.13% 103
2025
Q3 		$679K Buy
+7,272
New +$635K 0.13% 104

Other funds holding VGT

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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LMG Wealth Partners's VGT Position: Q2 2026 in Review

LMG Wealth Partners held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 7,272 shares worth $869K. The position accounts for 0.14% of the portfolio, ranked #106.

LMG Wealth Partners first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • LMG Wealth Partners held 7,272 shares of Vanguard Information Technology ETF worth $869K as of Q2 2026.
  • LMG Wealth Partners left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
  • Vanguard Information Technology ETF made up 0.14% of LMG Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • LMG Wealth Partners first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.