LWM
VGT icon

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
Q3 		$176K Sell
1,398
-190
-12% -$22.6K 0.06% 193
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

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Lodestone Wealth Management's VGT Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 12% in Q3 2026, selling an estimated $22.6K and leaving 1,398 shares worth $176K. The position accounts for 0.06% of the portfolio, ranked #193.

Lodestone Wealth Management first reported a position in VGT in Q4 2022 and has held it in 16 quarters since. The position peaked at $379K in Q2 2024. 303 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Lodestone Wealth Management held 1,398 shares of Vanguard Information Technology ETF worth $176K as of Q3 2026.
  • Lodestone Wealth Management sold 190 Vanguard Information Technology ETF shares in Q3 2026, an estimated $22.6K.
  • Vanguard Information Technology ETF made up 0.06% of Lodestone Wealth Management's portfolio in Q3 2026, its #193 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Vanguard Information Technology ETF position peaked at $379K in Q2 2024.
  • 303 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.