WLIM
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White Lighthouse Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

White Lighthouse Investment 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 		$30.2M Sell
253,028
-6,060
-2% -$664K 3.77% 6
2026
Q1 		$22.6M Sell
259,088
-2,384
-0.9% -$220K 3.14% 8
2025
Q4 		$24.6M Sell
261,472
-6,176
-2% -$587K 3.44% 8
2025
Q3 		$25M Sell
267,648
-1,696
-0.6% -$148K 3.81% 6
2025
Q2 		$22.3M Sell
269,344
-3,256
-1% -$237K 3.63% 7
2025
Q1 		$18.5M Sell
272,600
-22,672
-8% -$1.71M 3.3% 8
2024
Q4 		$23M Sell
295,272
-5,760
-2% -$442K 4.03% 6
2024
Q3 		$22M Sell
301,032
-16,968
-5% -$1.21M 3.96% 6
2024
Q2 		$22.9M Sell
318,000
-3,008
-0.9% -$200K 4.42% 5
2024
Q1 		$21M Sell
321,008
-2,176
-0.7% -$138K 4.27% 5
2023
Q4 		$19.6M Sell
323,184
-3,152
-1% -$176K 4.28% 5
2023
Q3 		$16.9M Buy
326,336
+288
+0.1% +$15.7K 4.11% 5
2023
Q2 		$18M Sell
326,048
-19,744
-6% -$992K 4.3% 5
2023
Q1 		$16.7M Sell
345,792
-4,256
-1% -$188K 4.2% 5
2022
Q4 		$14M Sell
350,048
-16,352
-4% -$667K 3.8% 5
2022
Q3 		$14.1M Buy
366,400
+17,680
+5% +$777K 4.1% 5
2022
Q2 		$14.2M Buy
348,720
+23,464
+7% +$1.06M 4.07% 5
2022
Q1 		$16.9M Buy
325,256
+30,248
+10% +$1.55M 4.31% 5
2021
Q4 		$16.9M Buy
295,008
+4,856
+2% +$267K 4.21% 5
2021
Q3 		$14.6M Sell
290,152
-8,248
-3% -$428K 3.91% 5
2021
Q2 		$14.9M Buy
298,400
+2,824
+1% +$133K 4.08% 4
2021
Q1 		$13.2M Buy
295,576
+5,576
+2% +$251K 4.05% 4
2020
Q4 		$12.8M Sell
290,000
-12,464
-4% -$513K 4.09% 4
2020
Q3 		$11.8M Sell
302,464
-5,632
-2% -$212K 4.08% 4
2020
Q2 		$10.7M Buy
308,096
+89,352
+41% +$2.79M 3.94% 3
2020
Q1 		$5.79M Buy
218,744
+33,064
+18% +$1M 2.42% 12
2019
Q4 		$5.68M Buy
185,680
+17,992
+11% +$515K 2.08% 13
2019
Q3 		$4.52M Buy
167,688
+3,288
+2% +$88.5K 1.82% 16
2019
Q2 		$4.33M Buy
164,400
+18,800
+13% +$485K 1.81% 15
2019
Q1 		$3.65M Buy
145,600
+8,296
+6% +$193K 1.68% 16
2018
Q4 		$2.86M Buy
137,304
+4,992
+4% +$113K 1.57% 16
2018
Q3 		$3.35M Buy
132,312
+3,888
+3% +$94.5K 1.71% 15
2018
Q2 		$2.91M Buy
128,424
+7,440
+6% +$167K 1.6% 17
2018
Q1 		$2.59M Sell
120,984
-1,840
-1% -$40.2K 1.48% 18
2017
Q4 		$2.53M Buy
+122,824
New +$2.49M 1.45% 17

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

White Lighthouse Investment Management's VGT Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Vanguard Information Technology ETF (VGT) stake by 2.3% in Q2 2026, selling an estimated $664K and leaving 253,028 shares worth $30.2M. The position accounts for 3.77% of the portfolio, ranked #6.

White Lighthouse Investment Management first reported a position in VGT in Q4 2017 and has held it in 35 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • White Lighthouse Investment Management held 253,028 shares of Vanguard Information Technology ETF worth $30.2M as of Q2 2026.
  • White Lighthouse Investment Management sold 6,060 Vanguard Information Technology ETF shares in Q2 2026, an estimated $664K.
  • Vanguard Information Technology ETF made up 3.77% of White Lighthouse Investment Management's portfolio in Q2 2026, its #6 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 35 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.