Mitchell McLeod Pugh & Williams’s Vanguard Information Technology ETF VGT Stock Holding History

Mitchell McLeod Pugh & Williams’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	$714K	Buy	5,975 +1,543	+35%	+$169K	0.09%	176
2026 Q1	$387K	Sell	4,432 -384	-8%	-$35.4K	0.06%	215
2025 Q4	$445K	Hold	4,816	–	–	0.06%	209
2025 Q3	$479K	Buy	4,816 +336	+8%	+$29.4K	0.08%	186
2025 Q2	$372K	Hold	4,480	–	–	0.07%	206
2025 Q1	$304K	Buy	4,480 +24	+0.5%	+$1.81K	0.06%	218
2024 Q4	$346K	Buy	4,456 +8	+0.2%	+$614	0.07%	203
2024 Q3	$326K	Buy	4,448 +224	+5%	+$15.9K	0.07%	211
2024 Q2	$304K	Buy	+4,224	New	+$281K	0.07%	208

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

Mitchell McLeod Pugh & Williams's VGT Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Vanguard Information Technology ETF (VGT) stake by 35% in Q2 2026, buying an estimated $169K and bringing the position to 5,975 shares worth $714K. The position accounts for 0.09% of the portfolio, ranked #176.

Mitchell McLeod Pugh & Williams first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Mitchell McLeod Pugh & Williams held 5,975 shares of Vanguard Information Technology ETF worth $714K as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 1,543 Vanguard Information Technology ETF shares in Q2 2026, an estimated $169K.
Vanguard Information Technology ETF made up 0.09% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #176 holding.
Mitchell McLeod Pugh & Williams first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.