LL
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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPWM LLC's VGT Position: Q1 2026 in Review

LPWM LLC increased its Vanguard Information Technology ETF (VGT) stake by 23% in Q1 2026, buying an estimated $566K and bringing the position to 32,736 shares worth $2.86M. The position accounts for 0.72% of the portfolio, ranked #26.

LPWM LLC first reported a position in VGT in Q4 2019 and has held it in 26 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • LPWM LLC held 32,736 shares of Vanguard Information Technology ETF worth $2.86M as of Q1 2026.
  • LPWM LLC bought 6,144 Vanguard Information Technology ETF shares in Q1 2026, an estimated $566K.
  • Vanguard Information Technology ETF made up 0.72% of LPWM LLC's portfolio in Q1 2026, its #26 holding.
  • LPWM LLC first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.