MW
VGT icon

MBL Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

MBL 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 		$3.07M Sell
25,692
-20
-0.1% -$2.19K 0.21% 71
2026
Q1 		$2.24M Sell
25,712
-128
-0.5% -$11.8K 0.17% 76
2025
Q4 		$2.43M Sell
25,840
-56
-0.2% -$5.32K 0.2% 74
2025
Q3 		$2.42M Buy
25,896
+24
+0.1% +$2.1K 0.21% 72
2025
Q2 		$2.14M Sell
25,872
-296
-1% -$21.5K 0.21% 73
2025
Q1 		$1.77M Buy
26,168
+336
+1% +$25.3K 0.18% 71
2024
Q4 		$2.01M Buy
25,832
+1,368
+6% +$105K 0.2% 69
2024
Q3 		$1.79M Sell
24,464
-176
-0.7% -$12.5K 0.19% 67
2024
Q2 		$1.78M Sell
24,640
-48
-0.2% -$3.19K 0.2% 65
2024
Q1 		$1.62M Sell
24,688
-160
-0.6% -$10.1K 0.18% 63
2023
Q4 		$1.5M Buy
24,848
+5,944
+31% +$331K 0.19% 62
2023
Q3 		$980K Hold
18,904
– – 0.14% 72
2023
Q2 		$1.04M Buy
18,904
+368
+2% +$18.5K 0.15% 69
2023
Q1 		$893K Buy
18,536
+152
+0.8% +$6.72K 0.14% 71
2022
Q4 		$734K Buy
18,384
+8
+0% +$326 0.14% 76
2022
Q3 		$706K Hold
18,376
– – 0.15% 76
2022
Q2 		$750K Hold
18,376
– – 0.19% 71
2022
Q1 		$957K Buy
+18,376
New +$943K 0.23% 64
2021
Q1 		$823K Hold
18,360
– – 0.29% 56
2020
Q4 		$812K Buy
+18,360
New +$755K 0.32% 54

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

MBL Wealth's VGT Position: Q2 2026 in Review

MBL Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 0.08% in Q2 2026, selling an estimated $2.19K and leaving 25,692 shares worth $3.07M. The position accounts for 0.21% of the portfolio, ranked #71.

MBL Wealth first reported a position in VGT in Q4 2020 and has held it in 20 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • MBL Wealth held 25,692 shares of Vanguard Information Technology ETF worth $3.07M as of Q2 2026.
  • MBL Wealth sold 20 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.19K.
  • Vanguard Information Technology ETF made up 0.21% of MBL Wealth's portfolio in Q2 2026, its #71 holding.
  • MBL Wealth first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 20 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.