MWA
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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
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 		$9.54M 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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

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

MFA Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 2.7% in Q2 2026, buying an estimated $30.9K and bringing the position to 10,578 shares worth $1.26M. The position accounts for 0.22% of the portfolio, ranked #50.

MFA Wealth Advisors first reported a position in VGT in Q4 2018 and has held it in 24 quarters since. The position peaked at $16.2M in Q2 2024. 1,064 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • MFA Wealth Advisors held 10,578 shares of Vanguard Information Technology ETF worth $1.26M as of Q2 2026.
  • MFA Wealth Advisors bought 282 Vanguard Information Technology ETF shares in Q2 2026, an estimated $30.9K.
  • Vanguard Information Technology ETF made up 0.22% of MFA Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • MFA Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 24 quarters since.
  • MFA Wealth Advisors's Vanguard Information Technology ETF position peaked at $16.2M in Q2 2024.
  • 1,064 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.