MWM
VGT icon

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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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. 2,190 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.
  • 2,190 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.