Forvis Mazars Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Forvis Mazars Wealth 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	$929K	Buy	7,774 +2,374	+44%	+$260K	0.02%	226
2026 Q1	$471K	Buy	5,400 +56	+1%	+$5.16K	0.01%	293
2025 Q4	$504K	Buy	5,344 +192	+4%	+$18.2K	0.01%	283
2025 Q3	$481K	Buy	5,152 +64	+1%	+$5.59K	0.01%	292
2025 Q2	$422K	Buy	+5,088	New	+$370K	0.01%	312

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

Forvis Mazars Wealth Advisors's VGT Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 44% in Q2 2026, buying an estimated $260K and bringing the position to 7,774 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #226.

Forvis Mazars Wealth Advisors first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Forvis Mazars Wealth Advisors held 7,774 shares of Vanguard Information Technology ETF worth $929K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 2,374 Vanguard Information Technology ETF shares in Q2 2026, an estimated $260K.
Vanguard Information Technology ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #226 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.