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 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%	+$9.79K	0.08%	188
2025 Q2	$239K	Buy	+2,880	New	+$209K	0.07%	197

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

LongView Wealth Management's VGT Position: Q2 2026 in Review

LongView Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 3,320 shares — an estimated $320K sold.

LongView Wealth Management first reported a position in VGT in Q2 2025 and held it in 4 quarters. The position peaked at $320K in Q1 2026. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

LongView Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 3,320 Vanguard Information Technology ETF shares in Q2 2026, an estimated $320K.
LongView Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2025 and held it in 4 quarters.
LongView Wealth Management's Vanguard Information Technology ETF position peaked at $320K in Q1 2026.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.