Medallion Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Medallion Wealth Advisors’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	$302K	Sell	2,525 -1,515	-38%	-$166K	0.1%	188
2026 Q1	$352K	Buy	4,040 +616	+18%	+$56.7K	0.12%	170
2025 Q4	$323K	Buy	3,424 +456	+15%	+$43.3K	0.11%	178
2025 Q3	$277K	Buy	2,968 +200	+7%	+$17.5K	0.1%	193
2025 Q2	$229K	Hold	2,768	–	–	0.09%	213
2025 Q1	$188K	Buy	2,768 +200	+8%	+$15.1K	0.09%	207
2024 Q4	$178K	Buy	+2,568	New	+$197K	0.09%	200

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

Medallion Wealth Advisors's VGT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 38% in Q2 2026, selling an estimated $166K and leaving 2,525 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #188.

Medallion Wealth Advisors first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q1 2026. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Medallion Wealth Advisors held 2,525 shares of Vanguard Information Technology ETF worth $302K as of Q2 2026.
Medallion Wealth Advisors sold 1,515 Vanguard Information Technology ETF shares in Q2 2026, an estimated $166K.
Vanguard Information Technology ETF made up 0.1% of Medallion Wealth Advisors's portfolio in Q2 2026, its #188 holding.
Medallion Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Information Technology ETF position peaked at $352K in Q1 2026.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.