MASECO Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

MASECO Private 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	$20.1K	Sell	168 -464	-73%	-$50.8K	﹤0.01%	213
2026 Q1	$55.1K	Sell	632 -864	-58%	-$79.6K	﹤0.01%	144
2025 Q4	$141K	Buy	1,496 +240	+19%	+$22.8K	0.01%	104
2025 Q3	$117K	Hold	1,256	–	–	0.01%	60
2025 Q2	$104K	Buy	+1,256	New	+$91.3K	﹤0.01%	126

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

MASECO Private Wealth's VGT Position: Q2 2026 in Review

MASECO Private Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 73% in Q2 2026, selling an estimated $50.8K and leaving 168 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

MASECO Private Wealth first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. The position peaked at $141K in Q4 2025. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

MASECO Private Wealth held 168 shares of Vanguard Information Technology ETF worth $20.1K as of Q2 2026.
MASECO Private Wealth sold 464 Vanguard Information Technology ETF shares in Q2 2026, an estimated $50.8K.
Vanguard Information Technology ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #213 holding.
MASECO Private Wealth first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
MASECO Private Wealth's Vanguard Information Technology ETF position peaked at $141K in Q4 2025.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.