LVM Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

LVM Capital 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	$239K	Buy	+2,002	New	+$219K	0.02%	150
2016 Q4	–	Sell	-39,680	Closed	-$480K	–	129
2016 Q3	$480K	Buy	+39,680	New	+$575K	0.15%	66
2015 Q1	–	Sell	-40,200	Closed	-$525K	–	118
2014 Q4	$525K	Sell	40,200 -680	-2%	-$8.68K	0.17%	66
2014 Q3	$511K	Buy	40,880 +1,200	+3%	+$14.9K	0.17%	63
2014 Q2	$480K	Buy	39,680 +840	+2%	+$9.69K	0.15%	66
2014 Q1	$444K	Buy	38,840 +2,840	+8%	+$32K	0.15%	68
2013 Q4	$403K	Buy	36,000 +800	+2%	+$8.48K	0.14%	76
2013 Q3	$355K	Sell	35,200 -200	-0.6%	-$1.97K	0.13%	78
2013 Q2	$327K	Buy	+35,400	New	+$328K	0.13%	84

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

LVM Capital Management's VGT Position: Q2 2026 in Review

LVM Capital Management opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,002 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #150 among its holdings. This is a return to the name: LVM Capital Management previously reported a position in VGT as recently as Q3 2016.

LVM Capital Management first reported a position in VGT in Q2 2013 and has held it in 9 quarters since. The position peaked at $525K in Q4 2014. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

LVM Capital Management held 2,002 shares of Vanguard Information Technology ETF worth $239K as of Q2 2026.
Vanguard Information Technology ETF was a new LVM Capital Management position in Q2 2026.
Vanguard Information Technology ETF made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #150 holding.
LVM Capital Management first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 9 quarters since.
LVM Capital Management's Vanguard Information Technology ETF position peaked at $525K in Q4 2014.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.