Allen Mooney & Barnes Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Allen Mooney & Barnes Investment Advisors’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	$510K	Hold	4,264	–	–	0.08%	97
2026 Q1	$372K	Sell	4,264 -1,696	-28%	-$156K	0.05%	115
2025 Q4	$562K	Buy	5,960 +1,696	+40%	+$161K	0.08%	96
2025 Q3	$398K	Hold	4,264	–	–	0.06%	111
2025 Q2	$354K	Sell	4,264 -144	-3%	-$10.5K	0.06%	120
2025 Q1	$299K	Sell	4,408 -1,296	-23%	-$97.6K	0.05%	128
2024 Q4	$443K	Hold	5,704	–	–	0.07%	109
2024 Q3	$418K	Hold	5,704	–	–	0.07%	110
2024 Q2	$411K	Hold	5,704	–	–	0.07%	115
2024 Q1	$374K	Hold	5,704	–	–	0.07%	124
2023 Q4	$345K	Hold	5,704	–	–	0.07%	122
2023 Q3	$296K	Hold	5,704	–	–	0.06%	119
2023 Q2	$315K	Buy	+5,704	New	+$286K	0.07%	114
2022 Q2	–	Sell	-4,768	Closed	-$248K	–	154
2022 Q1	$248K	Buy	+4,768	New	+$245K	0.06%	136

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

Allen Mooney & Barnes Investment Advisors's VGT Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 4,264 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #97.

Allen Mooney & Barnes Investment Advisors first reported a position in VGT in Q1 2022 and has held it in 14 quarters since. The position peaked at $562K in Q4 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 4,264 shares of Vanguard Information Technology ETF worth $510K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.08% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #97 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 14 quarters since.
Allen Mooney & Barnes Investment Advisors's Vanguard Information Technology ETF position peaked at $562K in Q4 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.