Madison Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Madison Wealth Partners’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	$2.34M	Buy	19,613 +3,213	+20%	+$352K	0.3%	48
2026 Q1	$1.43M	Buy	16,400 +1,096	+7%	+$101K	0.23%	49
2025 Q4	$1.44M	Buy	15,304 +232	+2%	+$22K	0.26%	47
2025 Q3	$1.41M	Hold	15,072	–	–	0.28%	43
2025 Q2	$1.25M	Sell	15,072 -8	-0.1%	-$582	0.27%	46
2025 Q1	$1.02M	Sell	15,080 -896	-6%	-$67.5K	0.25%	48
2024 Q4	$1.24M	Sell	15,976 -1,144	-7%	-$87.9K	0.35%	38
2024 Q3	$1.26M	Buy	17,120 +1,336	+8%	+$94.9K	0.37%	36
2024 Q2	$1.14M	Hold	15,784	–	–	0.39%	34
2024 Q1	$1.03M	Sell	15,784 -2,256	-13%	-$143K	0.37%	32
2023 Q4	$1.09M	Buy	18,040 +56	+0.3%	+$3.12K	0.43%	32
2023 Q3	$933K	Sell	17,984 -16	-0.1%	-$870	0.47%	27
2023 Q2	$995K	Hold	18,000	–	–	0.47%	25
2023 Q1	$867K	Hold	18,000	–	–	0.44%	26
2022 Q4	$719K	Sell	18,000 -3,808	-17%	-$155K	0.42%	28
2022 Q3	$838K	Hold	21,808	–	–	0.55%	22
2022 Q2	$890K	Buy	21,808 +3,808	+21%	+$172K	0.57%	22
2022 Q1	$937K	Hold	18,000	–	–	0.52%	23
2021 Q4	$1.03M	Hold	18,000	–	–	0.52%	20
2021 Q3	$903K	Hold	18,000	–	–	0.51%	22
2021 Q2	$897K	Buy	18,000 +5,752	+47%	+$271K	0.51%	22
2021 Q1	$542K	Hold	12,248	–	–	0.38%	23
2020 Q4	$541K	Buy	+12,248	New	+$504K	0.36%	24

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

Madison Wealth Partners's VGT Position: Q2 2026 in Review

Madison Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 20% in Q2 2026, buying an estimated $352K and bringing the position to 19,613 shares worth $2.34M. The position accounts for 0.3% of the portfolio, ranked #48.

Madison Wealth Partners first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Madison Wealth Partners held 19,613 shares of Vanguard Information Technology ETF worth $2.34M as of Q2 2026.
Madison Wealth Partners bought 3,213 Vanguard Information Technology ETF shares in Q2 2026, an estimated $352K.
Vanguard Information Technology ETF made up 0.3% of Madison Wealth Partners's portfolio in Q2 2026, its #48 holding.
Madison Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.