MHS
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M Holdings Securities’s Vanguard Information Technology ETF VGT Stock Holding History

M Holdings Securities’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
Q1 		$1.32M Buy
+92,312
New +$8.5M 0.09% 169
2023
Q3 		– Sell
-3,760
Closed -$208K – 303
2023
Q2 		$208K Sell
3,760
-1,888
-33% -$94.8K 0.04% 189
2023
Q1 		$272K Hold
5,648
– – 0.03% 375
2022
Q4 		$226K Sell
5,648
-96
-2% -$3.92K 0.02% 398
2022
Q3 		$221K Sell
5,744
-880
-13% -$38.7K 0.02% 384
2022
Q2 		$270K Buy
6,624
+72
+1% +$3.24K 0.03% 361
2022
Q1 		$341K Buy
+6,552
New +$336K 0.03% 366
2021
Q2 		– Sell
-9,912
Closed -$444K – 474
2021
Q1 		$444K Buy
+9,912
New +$446K 0.04% 313
2019
Q2 		– Sell
-12,848
Closed -$322K – 345
2019
Q1 		$322K Buy
12,848
+272
+2% +$6.32K 0.07% 265
2018
Q4 		$262K Sell
12,576
-3,824
-23% -$86.7K 0.08% 266
2018
Q3 		$415K Hold
16,400
– – 0.11% 223
2018
Q2 		$372K Buy
16,400
+3,976
+32% +$89.3K 0.1% 234
2018
Q1 		$266K Sell
12,424
-416
-3% -$9.08K 0.08% 268
2017
Q4 		$264K Buy
12,840
+304
+2% +$6.16K 0.08% 263
2017
Q3 		$238K Buy
12,536
+264
+2% +$4.89K 0.08% 276
2017
Q2 		$216K Buy
+12,272
New +$216K 0.07% 274

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M Holdings Securities's VGT Position: Q1 2026 in Review

M Holdings Securities opened a new position in Vanguard Information Technology ETF (VGT) in Q1 2026: 92,312 shares worth $1.32M. The stake represents 0.09% of the portfolio and ranks #169 among its holdings. This is a return to the name: M Holdings Securities previously reported a position in VGT as recently as Q2 2023.

M Holdings Securities first reported a position in VGT in Q2 2017 and has held it in 16 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • M Holdings Securities held 92,312 shares of Vanguard Information Technology ETF worth $1.32M as of Q1 2026.
  • Vanguard Information Technology ETF was a new M Holdings Securities position in Q1 2026.
  • Vanguard Information Technology ETF made up 0.09% of M Holdings Securities's portfolio in Q1 2026, its #169 holding.
  • M Holdings Securities first reported a position in Vanguard Information Technology ETF in Q2 2017 and has held it in 16 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.