Keudell/Morrison Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Keudell/Morrison 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 Q2	$770K	Hold	6,440	–	–	0.15%	102
2026 Q1	$562K	Buy	6,440 +240	+4%	+$22.1K	0.11%	123
2025 Q4	$584K	Buy	+6,200	New	+$589K	0.12%	114
2025 Q2	$514K	Buy	6,200 +2,160	+53%	+$157K	0.11%	118
2025 Q1	$274K	Buy	4,040 +400	+11%	+$30.1K	0.06%	167
2024 Q4	$283K	Hold	3,640	–	–	0.07%	165
2024 Q3	$267K	Hold	3,640	–	–	0.07%	174
2024 Q2	$262K	Hold	3,640	–	–	0.08%	170
2024 Q1	$239K	Hold	3,640	–	–	0.07%	182
2023 Q4	$220K	Sell	3,640 -2,640	-42%	-$147K	0.07%	179
2023 Q3	$326K	Hold	6,280	–	–	0.1%	135
2023 Q2	$347K	Hold	6,280	–	–	0.1%	133
2023 Q1	$303K	Hold	6,280	–	–	0.09%	143
2022 Q4	$251K	Buy	+6,280	New	+$256K	0.08%	160

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Keudell/Morrison Wealth Management's VGT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 6,440 shares worth $770K. The position accounts for 0.15% of the portfolio, ranked #102.

Keudell/Morrison Wealth Management first reported a position in VGT in Q4 2022 and has held it in 14 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Keudell/Morrison Wealth Management held 6,440 shares of Vanguard Information Technology ETF worth $770K as of Q2 2026.
Keudell/Morrison Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.15% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #102 holding.
Keudell/Morrison Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 14 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.