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

MFA 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 Q3	$1.25M	Sell	9,932 -646	-6%	-$76.8K	0.21%	49
2026 Q2	$1.26M	Buy	10,578 +282	+3%	+$30.9K	0.22%	50
2026 Q1	$898K	Sell	10,296 -280	-3%	-$25.8K	0.18%	49
2025 Q4	$996K	Hold	10,576	–	–	0.21%	47
2025 Q3	$987K	Buy	10,576 +528	+5%	+$46.1K	0.22%	50
2025 Q2	$833K	Sell	10,048 -2,888	-22%	-$210K	0.2%	54
2025 Q1	$877K	Sell	12,936 -1,440	-10%	-$108K	0.22%	49
2024 Q4	$1.12M	Buy	14,376 +1,592	+12%	+$122K	0.29%	42
2024 Q3	$937K	Sell	12,784 -212,024	-94%	-$15.1M	0.2%	49
2024 Q2	$16.2M	Sell	224,808 -1,176	-0.5%	-$78.2K	3.54%	7
2024 Q1	$14.8M	Sell	225,984 -680	-0.3%	-$43.1K	3.89%	7
2023 Q4	$13.7M	Buy	226,664 +1,488	+0.7%	+$82.9K	3.86%	7
2023 Q3	$11.7M	Buy	225,176 +9,208	+4%	+$501K	3.63%	8
2023 Q2	$11.9M	Buy	215,968 +6,168	+3%	+$310K	3.76%	8
2023 Q1	$10.1M	Buy	209,800 +14,832	+8%	+$656K	3.33%	9
2022 Q4	$7.78M	Buy	+194,968	New	+$7.96M	2.82%	12
2021 Q1	–	Sell	-288,520	Closed	-$12.8M	–	60
2020 Q4	$12.8M	Buy	288,520 +2,504	+0.9%	+$103K	11.37%	1
2020 Q3	$11.1M	Buy	286,016 +12,296	+4%	+$463K	11.83%	1
2020 Q2	$9.5M	Buy	273,720 +28,384	+12%	+$886K	6.16%	3
2020 Q1	$6.5M	Sell	245,336 -197,944	-45%	-$6M	6.31%	2
2019 Q4	$13.6M	Buy	443,280 +7,640	+2%	+$219K	9.84%	3
2019 Q3	$11.7M	Buy	435,640 +8,208	+2%	+$221K	9.56%	4
2019 Q2	$11.3M	Sell	427,432 -13,616	-3%	-$351K	8.47%	5
2019 Q1	$11.1M	Buy	441,048 +22,176	+5%	+$515K	7.26%	5
2018 Q4	$8.76M	Buy	+418,872	New	+$9.49M	8.78%	5

Other funds holding VGT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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 Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MFA Wealth Advisors's VGT Position: Q3 2026 in Review

MFA Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 6.1% in Q3 2026, selling an estimated $76.8K and leaving 9,932 shares worth $1.25M. The position accounts for 0.21% of the portfolio, ranked #49.

MFA Wealth Advisors first reported a position in VGT in Q4 2018 and has held it in 25 quarters since. The position peaked at $16.2M in Q2 2024. 1,440 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

MFA Wealth Advisors held 9,932 shares of Vanguard Information Technology ETF worth $1.25M as of Q3 2026.
MFA Wealth Advisors sold 646 Vanguard Information Technology ETF shares in Q3 2026, an estimated $76.8K.
Vanguard Information Technology ETF made up 0.21% of MFA Wealth Advisors's portfolio in Q3 2026, its #49 holding.
MFA Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 25 quarters since.
MFA Wealth Advisors's Vanguard Information Technology ETF position peaked at $16.2M in Q2 2024.
1,440 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.