MBE Wealth Management
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
Q3 		$568K Sell
4,522
-25
-0.5% -$2.97K 0.2% 73
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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Harel Insurance Investments & Financial Services
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
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MBE Wealth Management's VGT Position: Q3 2026 in Review

MBE Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.55% in Q3 2026, selling an estimated $2.97K and leaving 4,522 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #73.

MBE Wealth Management first reported a position in VGT in Q1 2020 and has held it in 22 quarters since. 1,371 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • MBE Wealth Management held 4,522 shares of Vanguard Information Technology ETF worth $568K as of Q3 2026.
  • MBE Wealth Management sold 25 Vanguard Information Technology ETF shares in Q3 2026, an estimated $2.97K.
  • Vanguard Information Technology ETF made up 0.2% of MBE Wealth Management's portfolio in Q3 2026, its #73 holding.
  • MBE Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 22 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.