MWM
VGT icon

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

MBE 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 		$543K Buy
4,547
+27
+0.6% +$2.96K 0.19% 73
2026
Q1 		$394K Hold
4,520
– – 0.16% 88
2025
Q4 		$426K Buy
4,520
+64
+1% +$6.08K 0.18% 73
2025
Q3 		$416K Sell
4,456
-136
-3% -$11.9K 0.18% 73
2025
Q2 		$381K Sell
4,592
-16
-0.3% -$1.16K 0.17% 76
2025
Q1 		$312K Buy
4,608
+248
+6% +$18.7K 0.15% 83
2024
Q4 		$339K Sell
4,360
-40
-0.9% -$3.07K 0.19% 64
2024
Q3 		$322K Sell
4,400
-16
-0.4% -$1.14K 0.18% 68
2024
Q2 		$318K Buy
4,416
+80
+2% +$5.32K 0.19% 65
2024
Q1 		$284K Sell
4,336
-16
-0.4% -$1.01K 0.18% 67
2023
Q4 		$263K Sell
4,352
-360
-8% -$20.1K 0.13% 68
2023
Q3 		$244K Hold
4,712
– – 0.14% 62
2023
Q2 		$260K Buy
4,712
+32
+0.7% +$1.61K 0.14% 61
2023
Q1 		$225K Buy
+4,680
New +$207K 0.13% 65
2022
Q2 		– Sell
-4,552
Closed -$237K – 72
2022
Q1 		$237K Sell
4,552
-168
-4% -$8.62K 0.14% 61
2021
Q4 		$270K Hold
4,720
– – 0.14% 46
2021
Q3 		$237K Sell
4,720
-56
-1% -$2.9K 0.12% 48
2021
Q2 		$238K Buy
4,776
+136
+3% +$6.41K 0.12% 45
2021
Q1 		$208K Sell
4,640
-1,544
-25% -$69.4K 0.11% 56
2020
Q4 		$273K Buy
+6,184
New +$254K 0.18% 42
2020
Q2 		– Sell
-4,640
Closed -$122K – 498
2020
Q1 		$122K Buy
+4,640
New +$141K 0.12% 61

Other funds holding VGT

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

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

MBE Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.6% in Q2 2026, buying an estimated $2.96K and bringing the position to 4,547 shares worth $543K. The position accounts for 0.19% of the portfolio, ranked #73.

MBE Wealth Management first reported a position in VGT in Q1 2020 and has held it in 21 quarters since. 1,061 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • MBE Wealth Management held 4,547 shares of Vanguard Information Technology ETF worth $543K as of Q2 2026.
  • MBE Wealth Management bought 27 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.96K.
  • Vanguard Information Technology ETF made up 0.19% of MBE Wealth Management's portfolio in Q2 2026, its #73 holding.
  • MBE Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 21 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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