Mezzasalma Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Mezzasalma 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	$649K	Buy	5,431 +431	+9%	+$47.2K	0.13%	94
2026 Q1	$436K	Hold	5,000	–	–	0.11%	108
2025 Q4	$472K	Hold	5,000	–	–	0.11%	108
2025 Q3	$467K	Hold	5,000	–	–	0.12%	103
2025 Q2	$415K	Sell	5,000 -16	-0.3%	-$1.16K	0.12%	96
2025 Q1	$340K	Buy	5,016 +1,328	+36%	+$100K	0.12%	108
2024 Q4	$287K	Hold	3,688	–	–	0.09%	116
2024 Q3	$270K	Hold	3,688	–	–	0.11%	71
2024 Q2	$266K	Sell	3,688 -456	-11%	-$30.3K	0.11%	64
2024 Q1	$272K	Sell	4,144 -216	-5%	-$13.7K	0.13%	84
2023 Q4	$264K	Hold	4,360	–	–	0.14%	78
2023 Q3	$226K	Hold	4,360	–	–	0.14%	74
2023 Q2	$241K	Hold	4,360	–	–	0.15%	80
2023 Q1	$210K	Buy	+4,360	New	+$193K	0.15%	81

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

Mezzasalma Advisors's VGT Position: Q2 2026 in Review

Mezzasalma Advisors increased its Vanguard Information Technology ETF (VGT) stake by 8.6% in Q2 2026, buying an estimated $47.2K and bringing the position to 5,431 shares worth $649K. The position accounts for 0.13% of the portfolio, ranked #94.

Mezzasalma Advisors first reported a position in VGT in Q1 2023 and has held it in 14 quarters since. 2,200 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Mezzasalma Advisors held 5,431 shares of Vanguard Information Technology ETF worth $649K as of Q2 2026.
Mezzasalma Advisors bought 431 Vanguard Information Technology ETF shares in Q2 2026, an estimated $47.2K.
Vanguard Information Technology ETF made up 0.13% of Mezzasalma Advisors's portfolio in Q2 2026, its #94 holding.
Mezzasalma Advisors first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 14 quarters since.
2,200 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.