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

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

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. 2,190 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.
2,190 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.