Lokken Investment Group’s Vanguard Information Technology ETF VGT Stock Holding History

Lokken Investment Group’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
2025 Q3	$338K	Hold	3,624	–	–	0.12%	107
2025 Q2	$300K	Hold	3,624	–	–	0.12%	105
2025 Q1	$246K	Sell	3,624 -176	-5%	-$13.3K	0.1%	116
2024 Q4	$295K	Sell	3,800 -536	-12%	-$41.2K	0.13%	102
2024 Q3	$318K	Buy	4,336 +192	+5%	+$13.6K	0.13%	107
2024 Q2	$299K	Hold	4,144	–	–	0.14%	107
2024 Q1	$272K	Hold	4,144	–	–	0.14%	113
2023 Q4	$251K	Hold	4,144	–	–	0.14%	110
2023 Q3	$215K	Hold	4,144	–	–	0.14%	118
2023 Q2	$229K	Buy	+4,144	New	+$208K	0.15%	112
2023 Q1	–	Sell	-5,104	Closed	-$204K	–	138
2022 Q4	$204K	Buy	+5,104	New	+$208K	0.16%	111
2022 Q3	–	Sell	-5,104	Closed	-$208K	–	119
2022 Q2	$208K	Hold	5,104	–	–	0.17%	108
2022 Q1	$234K	Sell	5,104 -504	-9%	-$25.9K	0.19%	110
2021 Q4	$321K	Hold	5,608	–	–	0.23%	96
2021 Q3	$281K	Buy	5,608 +104	+2%	+$5.39K	0.22%	95
2021 Q2	$274K	Buy	+5,504	New	+$260K	0.22%	94

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Lokken Investment Group's VGT Position: Q3 2025 in Review

Lokken Investment Group held its Vanguard Information Technology ETF (VGT) position steady in Q3 2025 at 3,624 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #107.

Lokken Investment Group first reported a position in VGT in Q2 2021 and has held it in 16 quarters since. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Lokken Investment Group held 3,624 shares of Vanguard Information Technology ETF worth $338K as of Q3 2025.
Lokken Investment Group left its Vanguard Information Technology ETF share count unchanged in Q3 2025.
Vanguard Information Technology ETF made up 0.12% of Lokken Investment Group's portfolio in Q3 2025, its #107 holding.
Lokken Investment Group first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 16 quarters since.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.