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 Q3	–	Sell	-469,868	Closed	-$56.2M	–	20
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Marks Wealth's VGT Position: Q3 2026 in Review

Marks Wealth sold out of Vanguard Information Technology ETF (VGT) in Q3 2026, closing a stake of 469,868 shares — an estimated $56.2M sold.

Marks Wealth first reported a position in VGT in Q4 2020 and held it in 6 quarters. The position peaked at $56.9M in Q3 2021. 1,121 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Marks Wealth reported no remaining Vanguard Information Technology ETF position as of Q3 2026 after selling out during the quarter.
Marks Wealth sold 469,868 Vanguard Information Technology ETF shares in Q3 2026, an estimated $56.2M.
Marks Wealth first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 6 quarters.
Marks Wealth's Vanguard Information Technology ETF position peaked at $56.9M in Q3 2021.
1,121 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Marks Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.