Lodestone Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Lodestone Wealth 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	$190K	Buy	1,588 +284	+22%	+$31.1K	0.07%	184
2026 Q1	$113K	Sell	1,304 -280	-18%	-$25.8K	0.05%	209
2025 Q4	$149K	Sell	1,584 -2,280	-59%	-$217K	0.06%	192
2025 Q3	$361K	Hold	3,864	–	–	0.16%	124
2025 Q2	$320K	Buy	3,864 +64	+2%	+$4.65K	0.16%	130
2025 Q1	$258K	Sell	3,800 -856	-18%	-$64.5K	0.14%	133
2024 Q4	$362K	Buy	4,656 +8	+0.2%	+$614	0.18%	108
2024 Q3	$341K	Sell	4,648 -616	-12%	-$43.8K	0.17%	109
2024 Q2	$379K	Hold	5,264	–	–	0.2%	110
2024 Q1	$345K	Buy	5,264 +8	+0.2%	+$507	0.18%	115
2023 Q4	$318K	Buy	5,256 +88	+2%	+$4.9K	0.18%	114
2023 Q3	$268K	Buy	5,168 +72	+1%	+$3.92K	0.19%	109
2023 Q2	$282K	Hold	5,096	–	–	0.19%	114
2023 Q1	$245K	Buy	5,096 +8	+0.2%	+$354	0.19%	116
2022 Q4	$203K	Buy	+5,088	New	+$208K	0.16%	117

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

Lodestone Wealth Management's VGT Position: Q2 2026 in Review

Lodestone Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 22% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,588 shares worth $190K. The position accounts for 0.07% of the portfolio, ranked #184.

Lodestone Wealth Management first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. The position peaked at $379K in Q2 2024. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Lodestone Wealth Management held 1,588 shares of Vanguard Information Technology ETF worth $190K as of Q2 2026.
Lodestone Wealth Management bought 284 Vanguard Information Technology ETF shares in Q2 2026, an estimated $31.1K.
Vanguard Information Technology ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q2 2026, its #184 holding.
Lodestone Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Vanguard Information Technology ETF position peaked at $379K in Q2 2024.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.