Magnolia Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Magnolia 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	$14.4M	Sell	120,389 -23,219	-16%	-$2.54M	7.53%	4
2026 Q1	$12.5M	Buy	143,608 +1,816	+1%	+$167K	7.3%	4
2025 Q4	$13.4M	Sell	141,792 -4,664	-3%	-$443K	7.98%	4
2025 Q3	$13.7M	Sell	146,456 -2,224	-1%	-$194K	8.46%	4
2025 Q2	$12.3M	Buy	148,680 +5,880	+4%	+$428K	8.04%	4
2025 Q1	$9.68M	Buy	142,800 +3,568	+3%	+$269K	6.94%	4
2024 Q4	$10.8M	Buy	139,232 +3,008	+2%	+$231K	7.52%	4
2024 Q3	$9.99M	Sell	136,224 -7,088	-5%	-$504K	7.1%	4
2024 Q2	$10.3M	Sell	143,312 -129,344	-47%	-$8.6M	7.8%	4
2024 Q1	$17.9M	Buy	272,656 +137,744	+102%	+$8.73M	7.32%	5
2023 Q4	$8.16M	Sell	134,912 -10,496	-7%	-$585K	7%	5
2023 Q3	$7.54M	Buy	145,408 +7,008	+5%	+$381K	7.02%	6
2023 Q2	$7.65M	Buy	138,400 +7,656	+6%	+$384K	7.13%	6
2023 Q1	$6.3M	Buy	130,744 +38,472	+42%	+$1.7M	6.35%	6
2022 Q4	$3.68M	Buy	+92,272	New	+$3.76M	4%	8
2022 Q2	$3.37M	Buy	82,440 +4,424	+6%	+$199K	3.81%	7
2022 Q1	$4.06M	Buy	78,016 +4,368	+6%	+$224K	4.27%	7
2021 Q4	$4.22M	Buy	+73,648	New	+$4.04M	4.32%	9

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

Magnolia Wealth Management's VGT Position: Q2 2026 in Review

Magnolia Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 16% in Q2 2026, selling an estimated $2.54M and leaving 120,389 shares worth $14.4M. The position accounts for 7.53% of the portfolio, ranked #4.

Magnolia Wealth Management first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.9M in Q1 2024. 2,179 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Magnolia Wealth Management held 120,389 shares of Vanguard Information Technology ETF worth $14.4M as of Q2 2026.
Magnolia Wealth Management sold 23,219 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.54M.
Vanguard Information Technology ETF made up 7.53% of Magnolia Wealth Management's portfolio in Q2 2026, its #4 holding.
Magnolia Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
Magnolia Wealth Management's Vanguard Information Technology ETF position peaked at $17.9M in Q1 2024.
2,179 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.