Marks Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Marks Wealth’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	$56.2M	Buy	+469,868	New	+$51.4M	12.16%	3
2022 Q2	–	Sell	-955,272	Closed	-$49.7M	–	32
2022 Q1	$49.7M	Buy	955,272 +420,680	+79%	+$21.6M	15.15%	2
2021 Q4	$30.6M	Sell	534,592 -599,952	-53%	-$32.9M	9.57%	4
2021 Q3	$56.9M	Buy	+1,134,544	New	+$58.8M	18.59%	1
2021 Q2	–	Sell	-112,304	Closed	-$5.03M	–	41
2021 Q1	$5.03M	Sell	112,304 -659,824	-85%	-$29.7M	1.65%	21
2020 Q4	$34.1M	Buy	+772,128	New	+$31.8M	11.84%	1

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

Marks Wealth's VGT Position: Q2 2026 in Review

Marks Wealth opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 469,868 shares worth $56.2M. The stake represents 12.16% of the portfolio and ranks #3 among its holdings. This is a return to the name: Marks Wealth previously reported a position in VGT as recently as Q1 2022.

Marks Wealth first reported a position in VGT in Q4 2020 and has held it in 6 quarters since. The position peaked at $56.9M in Q3 2021. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Marks Wealth held 469,868 shares of Vanguard Information Technology ETF worth $56.2M as of Q2 2026.
Vanguard Information Technology ETF was a new Marks Wealth position in Q2 2026.
Vanguard Information Technology ETF made up 12.16% of Marks Wealth's portfolio in Q2 2026, its #3 holding.
Marks Wealth first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 6 quarters since.
Marks Wealth's Vanguard Information Technology ETF position peaked at $56.9M in Q3 2021.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Marks Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.