MWM
VGT icon

Mission Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Mission Wealth Management’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 		$13.8M Buy
115,086
+68,998
+150% +$7.55M 0.17% 86
2026
Q1 		$4.02M Sell
46,088
-8,920
-16% -$821K 0.08% 130
2025
Q4 		$5.18M Sell
55,008
-6,296
-10% -$598K 0.1% 108
2025
Q3 		$5.72M Sell
61,304
-2,368
-4% -$207K 0.11% 101
2025
Q2 		$5.28M Buy
63,672
+14,704
+30% +$1.07M 0.11% 111
2025
Q1 		$3.32M Buy
48,968
+5,568
+13% +$419K 0.08% 137
2024
Q4 		$3.37M Buy
43,400
+6,184
+17% +$475K 0.08% 130
2024
Q3 		$2.73M Sell
37,216
-4,920
-12% -$350K 0.07% 150
2024
Q2 		$3.04M Buy
42,136
+152
+0.4% +$10.1K 0.08% 135
2024
Q1 		$2.75M Buy
41,984
+4,800
+13% +$304K 0.07% 148
2023
Q4 		$2.25M Sell
37,184
-4,248
-10% -$237K 0.07% 137
2023
Q3 		$2.15M Sell
41,432
-536
-1% -$29.1K 0.08% 123
2023
Q2 		$2.32M Sell
41,968
-5,280
-11% -$265K 0.09% 118
2023
Q1 		$2.28M Buy
47,248
+336
+0.7% +$14.9K 0.1% 118
2022
Q4 		$1.87M Buy
46,912
+20,720
+79% +$845K 0.09% 130
2022
Q3 		$1.01M Buy
26,192
+6,480
+33% +$285K 0.05% 186
2022
Q2 		$805K Sell
19,712
-1,200
-6% -$54.1K 0.04% 225
2022
Q1 		$1.09M Buy
20,912
+2,888
+16% +$148K 0.05% 190
2021
Q4 		$1.03M Sell
18,024
-528
-3% -$29K 0.05% 192
2021
Q3 		$931K Sell
18,552
-1,496
-7% -$77.5K 0.05% 192
2021
Q2 		$999K Sell
20,048
-392
-2% -$18.5K 0.05% 170
2021
Q1 		$916K Buy
20,440
+4,472
+28% +$201K 0.05% 156
2020
Q4 		$706K Buy
+15,968
New +$657K 0.04% 180

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

Mission Wealth Management's VGT Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 150% in Q2 2026, buying an estimated $7.55M and bringing the position to 115,086 shares worth $13.8M. The position accounts for 0.17% of the portfolio, ranked #86.

Mission Wealth Management first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Mission Wealth Management held 115,086 shares of Vanguard Information Technology ETF worth $13.8M as of Q2 2026.
  • Mission Wealth Management bought 68,998 Vanguard Information Technology ETF shares in Q2 2026, an estimated $7.55M.
  • Vanguard Information Technology ETF made up 0.17% of Mission Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Mission Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.