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VGT icon

LPWM LLC’s Vanguard Information Technology ETF VGT Stock Holding History

LPWM LLC’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 		$3.9M Sell
32,672
-64
-0.2% -$7.01K 0.87% 22
2026
Q1 		$2.86M Buy
32,736
+6,144
+23% +$566K 0.72% 26
2025
Q4 		$2.51M Buy
26,592
+184
+0.7% +$17.5K 0.63% 28
2025
Q3 		$2.46M Buy
26,408
+1,248
+5% +$109K 0.66% 27
2025
Q2 		$2.09M Sell
25,160
-136
-0.5% -$9.89K 0.61% 27
2025
Q1 		$1.72M Sell
25,296
-80
-0.3% -$6.03K 0.55% 28
2024
Q4 		$1.97M Sell
25,376
-272
-1% -$20.9K 0.63% 27
2024
Q3 		$1.85M Sell
25,648
-40
-0.2% -$2.84K 0.61% 28
2024
Q2 		$1.93M Sell
25,688
-560
-2% -$37.2K 0.67% 28
2024
Q1 		$1.69M Hold
26,248
– – 0.62% 29
2023
Q4 		$1.52M Buy
26,248
+1,496
+6% +$83.3K 0.6% 29
2023
Q3 		$1.3M Sell
24,752
-256
-1% -$13.9K 0.58% 29
2023
Q2 		$1.38M Sell
25,008
-2,152
-8% -$108K 0.61% 24
2023
Q1 		$1.31M Buy
27,160
+8,048
+42% +$356K 0.63% 24
2022
Q4 		$779K Sell
19,112
-8,296
-30% -$338K 0.42% 29
2022
Q3 		$1.05M Sell
27,408
-1,392
-5% -$61.2K 0.63% 25
2022
Q2 		$1.23M Sell
28,800
-1,400
-5% -$63.1K 0.69% 24
2022
Q1 		$1.52M Sell
30,200
-552
-2% -$28.3K 0.76% 23
2021
Q4 		$1.76M Sell
30,752
-2,344
-7% -$129K 0.93% 16
2021
Q3 		$1.68M Hold
33,096
– – 1% 14
2021
Q2 		$1.68M Buy
33,096
+368
+1% +$17.4K 1.01% 14
2021
Q1 		$1.5M Buy
32,728
+24
+0.1% +$1.08K 1.01% 15
2020
Q4 		$1.45M Sell
32,704
-4,648
-12% -$191K 1.08% 14
2020
Q3 		$1.47M Buy
37,352
+240
+0.6% +$9.03K 1.19% 15
2020
Q2 		$1.29M Buy
37,112
+3,792
+11% +$118K 1.18% 16
2020
Q1 		$883K Buy
33,320
+10,456
+46% +$317K 0.96% 16
2019
Q4 		$700K Buy
+22,864
New +$654K 0.65% 19

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPWM LLC's VGT Position: Q2 2026 in Review

LPWM LLC reduced its Vanguard Information Technology ETF (VGT) stake by 0.2% in Q2 2026, selling an estimated $7.01K and leaving 32,672 shares worth $3.9M. The position accounts for 0.87% of the portfolio, ranked #22.

LPWM LLC first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • LPWM LLC held 32,672 shares of Vanguard Information Technology ETF worth $3.9M as of Q2 2026.
  • LPWM LLC sold 64 Vanguard Information Technology ETF shares in Q2 2026, an estimated $7.01K.
  • Vanguard Information Technology ETF made up 0.87% of LPWM LLC's portfolio in Q2 2026, its #22 holding.
  • LPWM LLC first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.