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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Long Island Wealth Management's VGT Position: Q1 2026 in Review

Long Island Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 7.3% in Q1 2026, buying an estimated $113K and bringing the position to 18,112 shares worth $1.58M. The position accounts for 0.73% of the portfolio, ranked #29.

Long Island Wealth Management first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.56M in Q2 2024. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Long Island Wealth Management held 18,112 shares of Vanguard Information Technology ETF worth $1.58M as of Q1 2026.
Long Island Wealth Management bought 1,232 Vanguard Information Technology ETF shares in Q1 2026, an estimated $113K.
Vanguard Information Technology ETF made up 0.73% of Long Island Wealth Management's portfolio in Q1 2026, its #29 holding.
Long Island Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Vanguard Information Technology ETF position peaked at $4.56M in Q2 2024.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.