Lodestar Private Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Lodestar Private Asset Management’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	$3.45M	Sell	28,864 -7,568	-21%	-$829K	0.3%	59
2026 Q1	$3.18M	Buy	36,432 +80	+0.2%	+$7.37K	0.31%	61
2025 Q4	$3.43M	Sell	36,352 -880	-2%	-$83.6K	0.34%	56
2025 Q3	$3.47M	Sell	37,232 -376	-1%	-$32.9K	0.36%	55
2025 Q2	$3.12M	Buy	37,608 +2,248	+6%	+$163K	0.36%	56
2025 Q1	$2.4M	Sell	35,360 -16	-0%	-$1.21K	0.3%	63
2024 Q4	$2.75M	Sell	35,376 -640	-2%	-$49.2K	0.34%	60
2024 Q3	$2.64M	Sell	36,016 -56	-0.2%	-$3.98K	0.34%	63
2024 Q2	$2.6M	Sell	36,072 -880	-2%	-$58.5K	0.36%	59
2024 Q1	$2.42M	Sell	36,952 -688	-2%	-$43.6K	0.35%	62
2023 Q4	$2.28M	Sell	37,640 -1,400	-4%	-$78K	0.35%	61
2023 Q3	$2.02M	Sell	39,040 -1,456	-4%	-$79.2K	0.35%	62
2023 Q2	$2.24M	Sell	40,496 -248	-0.6%	-$12.5K	0.38%	60
2023 Q1	$1.96M	Sell	40,744 -2,784	-6%	-$123K	0.35%	60
2022 Q4	$1.74M	Buy	+43,528	New	+$1.78M	0.33%	66

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

Lodestar Private Asset Management's VGT Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Vanguard Information Technology ETF (VGT) stake by 21% in Q2 2026, selling an estimated $829K and leaving 28,864 shares worth $3.45M. The position accounts for 0.3% of the portfolio, ranked #59.

Lodestar Private Asset Management first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.47M in Q3 2025. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Lodestar Private Asset Management held 28,864 shares of Vanguard Information Technology ETF worth $3.45M as of Q2 2026.
Lodestar Private Asset Management sold 7,568 Vanguard Information Technology ETF shares in Q2 2026, an estimated $829K.
Vanguard Information Technology ETF made up 0.3% of Lodestar Private Asset Management's portfolio in Q2 2026, its #59 holding.
Lodestar Private Asset Management first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's Vanguard Information Technology ETF position peaked at $3.47M in Q3 2025.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.