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

Mascoma 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 		$82.2K Hold
688
– – 0.02% 148
2026
Q1 		$60K Hold
688
– – 0.01% 174
2025
Q4 		$64.8K Hold
688
– – 0.01% 160
2025
Q3 		$64.2K Hold
688
– – 0.01% 173
2025
Q2 		$57K Sell
688
-640
-48% -$46.5K 0.01% 178
2025
Q1 		$90K Hold
1,328
– – 0.02% 143
2024
Q4 		$103K Hold
1,328
– – 0.03% 137
2024
Q3 		$97.4K Sell
1,328
-2,816
-68% -$200K 0.02% 142
2024
Q2 		$299K Hold
4,144
– – 0.08% 74
2024
Q1 		$272K Sell
4,144
-96
-2% -$6.08K 0.08% 81
2023
Q4 		$257K Hold
4,240
– – 0.08% 85
2023
Q3 		$220K Hold
4,240
– – 0.07% 97
2023
Q2 		$229K Sell
4,240
-640
-13% -$32.1K 0.07% 95
2023
Q1 		$234K Sell
4,880
-512
-9% -$22.6K 0.07% 106
2022
Q4 		$215K Hold
5,392
– – 0.07% 109
2022
Q3 		$207K Sell
5,392
-144
-3% -$6.33K 0.07% 106
2022
Q2 		$226K Sell
5,536
-656
-11% -$29.5K 0.08% 104
2022
Q1 		$322K Sell
6,192
-2,160
-26% -$111K 0.1% 92
2021
Q4 		$478K Buy
8,352
+128
+2% +$7.03K 0.17% 62
2021
Q3 		$413K Buy
8,224
+3,328
+68% +$172K 0.16% 67
2021
Q2 		$244K Buy
4,896
+152
+3% +$7.17K 0.1% 95
2021
Q1 		$213K Sell
4,744
-5,000
-51% -$225K 0.09% 100
2020
Q4 		$431K Buy
+9,744
New +$401K 0.22% 59
2019
Q3 		– Sell
-6,640
Closed -$175K – 324
2019
Q2 		$175K Hold
6,640
– – 0.11% 81
2019
Q1 		$167K Hold
6,640
– – 0.11% 75
2018
Q4 		$138K Hold
6,640
– – 0.11% 80
2018
Q3 		$168K Hold
6,640
– – 0.11% 86
2018
Q2 		$151K Hold
6,640
– – 0.11% 84
2018
Q1 		$142K Hold
6,640
– – 0.09% 88
2017
Q4 		$143K Hold
6,640
– – 0.09% 84
2017
Q3 		$126K Hold
6,640
– – 0.08% 99
2017
Q2 		$117K Sell
6,640
-4,000
-38% -$70.5K 0.08% 103
2017
Q1 		$180K Hold
10,640
– – 0.13% 68
2016
Q4 		$162K Buy
+10,640
New +$160K 0.12% 75

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

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

Mascoma Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 688 shares worth $82.2K. The position accounts for 0.02% of the portfolio, ranked #148.

Mascoma Wealth Management first reported a position in VGT in Q4 2016 and has held it in 34 quarters since. The position peaked at $478K in Q4 2021. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Mascoma Wealth Management held 688 shares of Vanguard Information Technology ETF worth $82.2K as of Q2 2026.
  • Mascoma Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
  • Vanguard Information Technology ETF made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Mascoma Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 34 quarters since.
  • Mascoma Wealth Management's Vanguard Information Technology ETF position peaked at $478K in Q4 2021.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.