Lyell Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Lyell 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 Q3	$597K	Buy	4,751 +273	+6%	+$32.4K	0.04%	160
2026 Q2	$535K	Sell	4,478 -2	-0%	-$219	0.03%	163
2026 Q1	$391K	Sell	4,480 -40	-0.9%	-$3.68K	0.03%	167
2025 Q4	$426K	Hold	4,520	–	–	0.03%	159
2025 Q3	$422K	Buy	4,520 +120	+3%	+$10.5K	0.03%	156
2025 Q2	$365K	Buy	+4,400	New	+$320K	0.03%	168

Other funds holding VGT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lyell Wealth Management's VGT Position: Q3 2026 in Review

Lyell Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 6.1% in Q3 2026, buying an estimated $32.4K and bringing the position to 4,751 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #160.

Lyell Wealth Management first reported a position in VGT in Q2 2025 and has held it in 6 quarters since. 1,532 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Lyell Wealth Management held 4,751 shares of Vanguard Information Technology ETF worth $597K as of Q3 2026.
Lyell Wealth Management bought 273 Vanguard Information Technology ETF shares in Q3 2026, an estimated $32.4K.
Vanguard Information Technology ETF made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #160 holding.
Lyell Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 6 quarters since.
1,532 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.