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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mission Wealth Management's VGT Position: Q1 2026 in Review

Mission Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 16% in Q1 2026, selling an estimated $821K and leaving 46,088 shares worth $4.02M. The position accounts for 0.08% of the portfolio, ranked #130.

Mission Wealth Management first reported a position in VGT in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.72M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Mission Wealth Management held 46,088 shares of Vanguard Information Technology ETF worth $4.02M as of Q1 2026.
  • Mission Wealth Management sold 8,920 Vanguard Information Technology ETF shares in Q1 2026, an estimated $821K.
  • Vanguard Information Technology ETF made up 0.08% of Mission Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Mission Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 22 quarters since.
  • Mission Wealth Management's Vanguard Information Technology ETF position peaked at $5.72M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.