Magnus Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Magnus Financial Group’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	$9.26M	Buy	77,453 +7,005	+10%	+$767K	0.65%	40
2026 Q1	$6.14M	Sell	70,448 -8,928	-11%	-$822K	0.5%	47
2025 Q4	$7.48M	Buy	79,376 +3,008	+4%	+$286K	0.57%	43
2025 Q3	$7.13M	Buy	76,368 +14,688	+24%	+$1.28M	0.56%	41
2025 Q2	$5.11M	Buy	61,680 +19,072	+45%	+$1.39M	0.45%	49
2025 Q1	$2.89M	Buy	42,608 +2,936	+7%	+$221K	0.28%	72
2024 Q4	$3.08M	Buy	39,672 +776	+2%	+$59.6K	0.3%	67
2024 Q3	$2.85M	Buy	38,896 +5,592	+17%	+$397K	0.29%	70
2024 Q2	$2.4M	Buy	33,304 +3,936	+13%	+$262K	0.27%	72
2024 Q1	$1.93M	Buy	29,368 +8,608	+41%	+$546K	0.23%	80
2023 Q4	$1.26M	Buy	20,760 +3,360	+19%	+$187K	0.16%	103
2023 Q3	$903K	Buy	17,400 +528	+3%	+$28.7K	0.13%	121
2023 Q2	$933K	Buy	16,872 +8,560	+103%	+$430K	0.13%	118
2023 Q1	$401K	Buy	8,312 +8	+0.1%	+$354	0.06%	191
2022 Q4	$332K	Sell	8,304 -10,864	-57%	-$443K	0.05%	197
2022 Q3	$737K	Sell	19,168 -5,528	-22%	-$243K	0.14%	120
2022 Q2	$1.01M	Sell	24,696 -4,272	-15%	-$192K	0.19%	95
2022 Q1	$1.51M	Sell	28,968 -152	-0.5%	-$7.8K	0.25%	75
2021 Q4	$1.67M	Sell	29,120 -10,720	-27%	-$589K	0.32%	56
2021 Q3	$2M	Hold	39,840	–	–	0.42%	42
2021 Q2	$1.99M	Sell	39,840 -1,784	-4%	-$84.1K	0.43%	39
2021 Q1	$1.86M	Sell	41,624 -2,456	-6%	-$110K	0.45%	35
2020 Q4	$1.95M	Sell	44,080 -12,912	-23%	-$531K	0.19%	46
2020 Q3	$2.22M	Sell	56,992 -31,136	-35%	-$1.17M	0.26%	33
2020 Q2	$3.07M	Buy	88,128 +23,440	+36%	+$731K	0.34%	26
2020 Q1	$1.71M	Sell	64,688 -17,368	-21%	-$526K	0.23%	46
2019 Q4	$2.51M	Buy	82,056 +5,728	+8%	+$164K	0.36%	37
2019 Q3	$2.06M	Sell	76,328 -1,768	-2%	-$47.6K	0.39%	30
2019 Q2	$2.06M	Buy	78,096 +14,416	+23%	+$372K	0.4%	31
2019 Q1	$1.6M	Buy	63,680 +29,072	+84%	+$675K	0.33%	38
2018 Q4	$722K	Buy	+34,608	New	+$784K	0.19%	59

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Magnus Financial Group's VGT Position: Q2 2026 in Review

Magnus Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 9.9% in Q2 2026, buying an estimated $767K and bringing the position to 77,453 shares worth $9.26M. The position accounts for 0.65% of the portfolio, ranked #40.

Magnus Financial Group first reported a position in VGT in Q4 2018 and has held it in 31 quarters since. 738 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Magnus Financial Group held 77,453 shares of Vanguard Information Technology ETF worth $9.26M as of Q2 2026.
Magnus Financial Group bought 7,005 Vanguard Information Technology ETF shares in Q2 2026, an estimated $767K.
Vanguard Information Technology ETF made up 0.65% of Magnus Financial Group's portfolio in Q2 2026, its #40 holding.
Magnus Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 31 quarters since.
738 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.