LPWM LLC
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
Q3 		$4.12M Buy
32,792
+120
+0.4% +$14.3K 0.9% 23
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% -$9.9K 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

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
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bailard
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)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

LPWM LLC's VGT Position: Q3 2026 in Review

LPWM LLC increased its Vanguard Information Technology ETF (VGT) stake by 0.37% in Q3 2026, buying an estimated $14.3K and bringing the position to 32,792 shares worth $4.12M. The position accounts for 0.9% of the portfolio, ranked #23.

LPWM LLC first reported a position in VGT in Q4 2019 and has held it in 28 quarters since. 718 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • LPWM LLC held 32,792 shares of Vanguard Information Technology ETF worth $4.12M as of Q3 2026.
  • LPWM LLC bought 120 Vanguard Information Technology ETF shares in Q3 2026, an estimated $14.3K.
  • Vanguard Information Technology ETF made up 0.9% of LPWM LLC's portfolio in Q3 2026, its #23 holding.
  • LPWM LLC first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 28 quarters since.
  • 718 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.