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

Long Island 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	$2.17M	Buy	18,117 +5	+0%	+$547	0.89%	25
2026 Q1	$1.58M	Buy	18,112 +1,232	+7%	+$113K	0.73%	29
2025 Q4	$1.59M	Sell	16,880 -272	-2%	-$25.8K	0.75%	28
2025 Q3	$1.6M	Hold	17,152	–	–	0.78%	26
2025 Q2	$1.42M	Sell	17,152 -1,944	-10%	-$141K	0.74%	28
2025 Q1	$1.29M	Sell	19,096 -1,680	-8%	-$127K	0.79%	30
2024 Q4	$1.61M	Sell	20,776 -5,032	-19%	-$387K	1.01%	24
2024 Q3	$1.89M	Sell	25,808 -37,480	-59%	-$2.66M	1.24%	23
2024 Q2	$4.56M	Sell	63,288 -808	-1%	-$53.7K	3.22%	7
2024 Q1	$4.2M	Sell	64,096 -1,952	-3%	-$124K	2.97%	8
2023 Q4	$4M	Buy	+66,048	New	+$3.68M	2.85%	7

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

Long Island Wealth Management's VGT Position: Q2 2026 in Review

Long Island Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.03% in Q2 2026, buying an estimated $547 and bringing the position to 18,117 shares worth $2.17M. The position accounts for 0.89% of the portfolio, ranked #25.

Long Island Wealth Management first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.56M in Q2 2024. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Long Island Wealth Management held 18,117 shares of Vanguard Information Technology ETF worth $2.17M as of Q2 2026.
Long Island Wealth Management bought 5 Vanguard Information Technology ETF shares in Q2 2026, an estimated $547.
Vanguard Information Technology ETF made up 0.89% of Long Island Wealth Management's portfolio in Q2 2026, its #25 holding.
Long Island Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's Vanguard Information Technology ETF position peaked at $4.56M in Q2 2024.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.