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

Marion 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	$7.07M	Sell	59,151 -1,785	-3%	-$195K	1.44%	19
2026 Q1	$5.31M	Buy	60,936 +344	+0.6%	+$31.7K	1.18%	24
2025 Q4	$5.72M	Sell	60,592 -728	-1%	-$69.2K	1.27%	24
2025 Q3	$5.72M	Sell	61,320 -584	-0.9%	-$51K	1.36%	22
2025 Q2	$5.13M	Buy	61,904 +1,192	+2%	+$86.7K	1.28%	22
2025 Q1	$4.12M	Sell	60,712 -5,288	-8%	-$398K	1.1%	24
2024 Q4	$5.13M	Sell	66,000 -64	-0.1%	-$4.92K	1.36%	22
2024 Q3	$4.84M	Buy	66,064 +1,840	+3%	+$131K	1.29%	22
2024 Q2	$4.63M	Buy	64,224 +712	+1%	+$47.3K	1.36%	22
2024 Q1	$4.16M	Sell	63,512 -832	-1%	-$52.7K	1.24%	23
2023 Q4	$3.89M	Sell	64,344 -3,680	-5%	-$205K	1.24%	23
2023 Q3	$3.53M	Buy	68,024 +432	+0.6%	+$23.5K	1.24%	19
2023 Q2	$3.74M	Sell	67,592 -664	-1%	-$33.3K	1.33%	18
2023 Q1	$3.29M	Buy	68,256 +6,136	+10%	+$271K	1.23%	21
2022 Q4	$2.48M	Buy	62,120 +10,760	+21%	+$439K	1.05%	25
2022 Q3	$1.97M	Buy	51,360 +4,424	+9%	+$195K	1.01%	22
2022 Q2	$1.92M	Buy	46,936 +5,216	+13%	+$235K	1%	27
2022 Q1	$2.17M	Buy	41,720 +624	+2%	+$32K	1.06%	23
2021 Q4	$2.35M	Buy	+41,096	New	+$2.26M	1.12%	23

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

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

Marion Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 2.9% in Q2 2026, selling an estimated $195K and leaving 59,151 shares worth $7.07M. The position accounts for 1.44% of the portfolio, ranked #19.

Marion Wealth Management first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 409 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Marion Wealth Management held 59,151 shares of Vanguard Information Technology ETF worth $7.07M as of Q2 2026.
Marion Wealth Management sold 1,785 Vanguard Information Technology ETF shares in Q2 2026, an estimated $195K.
Vanguard Information Technology ETF made up 1.44% of Marion Wealth Management's portfolio in Q2 2026, its #19 holding.
Marion Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.