Modera Wealth Management
VGT icon

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

Modera 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
Q3 		$8.75M Buy
69,650
+4,711
+7% +$560K 0.09% 139
2026
Q2 		$7.76M Sell
64,939
-421
-0.6% -$46.1K 0.08% 153
2026
Q1 		$5.7M Sell
65,360
-10,792
-14% -$994K 0.07% 166
2025
Q4 		$7.18M Sell
76,152
-784
-1% -$74.5K 0.08% 152
2025
Q3 		$7.18M Sell
76,936
-264
-0.3% -$23.1K 0.08% 155
2025
Q2 		$6.4M Buy
77,200
+2,648
+4% +$193K 0.08% 161
2025
Q1 		$5.05M Buy
74,552
+760
+1% +$57.3K 0.07% 176
2024
Q4 		$5.74M Sell
73,792
-160
-0.2% -$12.3K 0.07% 168
2024
Q3 		$5.42M Buy
+73,952
New +$5.26M 0.07% 156
2024
Q2 		– Sell
-68,832
Closed -$4.51M – 589
2024
Q1 		$4.51M Buy
68,832
+10,112
+17% +$641K 0.07% 167
2023
Q4 		$3.55M Sell
58,720
-5,728
-9% -$319K 0.06% 183
2023
Q3 		$3.34M Sell
64,448
-1,448
-2% -$78.7K 0.06% 180
2023
Q2 		$3.64M Buy
65,896
+48,120
+271% +$2.42M 0.07% 177
2023
Q1 		$856K Buy
17,776
+504
+3% +$22.3K 0.03% 170
2022
Q4 		$690K Buy
17,272
+520
+3% +$21.2K 0.03% 176
2022
Q3 		$644K Sell
16,752
-1,152
-6% -$50.7K 0.03% 166
2022
Q2 		$731K Sell
17,904
-2,040
-10% -$91.9K 0.03% 165
2022
Q1 		$1.04M Sell
19,944
-208
-1% -$10.7K 0.05% 150
2021
Q4 		$1.15M Buy
20,152
+14,760
+274% +$810K 0.04% 162
2021
Q3 		$270K Hold
5,392
– – 0.01% 225
2021
Q2 		$269K Sell
5,392
-2,424
-31% -$114K 0.01% 195
2021
Q1 		$350K Buy
7,816
+2,216
+40% +$100K 0.02% 168
2020
Q4 		$248K Sell
5,600
-240
-4% -$9.9K 0.02% 203
2020
Q3 		$227K Buy
+5,840
New +$220K 0.03% 143

Other funds holding VGT

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Modera Wealth Management's VGT Position: Q3 2026 in Review

Modera Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 7.3% in Q3 2026, buying an estimated $560K and bringing the position to 69,650 shares worth $8.75M. The position accounts for 0.09% of the portfolio, ranked #139.

Modera Wealth Management first reported a position in VGT in Q3 2020 and has held it in 24 quarters since. 967 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Modera Wealth Management held 69,650 shares of Vanguard Information Technology ETF worth $8.75M as of Q3 2026.
  • Modera Wealth Management bought 4,711 Vanguard Information Technology ETF shares in Q3 2026, an estimated $560K.
  • Vanguard Information Technology ETF made up 0.09% of Modera Wealth Management's portfolio in Q3 2026, its #139 holding.
  • Modera Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • 967 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.