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

LongView 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	$225K	Buy	+1,790	New	+$213K	0.05%	218
2026 Q2	–	Sell	-3,320	Closed	-$320K	–	254
2026 Q1	$320K	Buy	3,320 +128	+4%	+$11.8K	0.08%	186
2025 Q4	$306K	Buy	3,192 +200	+7%	+$19K	0.07%	198
2025 Q3	$279K	Buy	2,992 +112	+4%	+$9.8K	0.08%	188
2025 Q2	$239K	Buy	+2,880	New	+$209K	0.07%	197

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

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

LongView Wealth Management opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2026: 1,790 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings. This is a return to the name: LongView Wealth Management previously reported a position in VGT as recently as Q1 2026.

LongView Wealth Management first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. The position peaked at $320K in Q1 2026. 781 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

LongView Wealth Management held 1,790 shares of Vanguard Information Technology ETF worth $225K as of Q3 2026.
Vanguard Information Technology ETF was a new LongView Wealth Management position in Q3 2026.
Vanguard Information Technology ETF made up 0.05% of LongView Wealth Management's portfolio in Q3 2026, its #218 holding.
LongView Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
LongView Wealth Management's Vanguard Information Technology ETF position peaked at $320K in Q1 2026.
781 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.