MWM
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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
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% +$99.7K 0.02% 168
2020
Q4 		$248K Sell
5,600
-240
-4% -$9.87K 0.02% 203
2020
Q3 		$227K Buy
+5,840
New +$220K 0.03% 143

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

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

Modera Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 14% in Q1 2026, selling an estimated $994K and leaving 65,360 shares worth $5.7M. The position accounts for 0.07% of the portfolio, ranked #166.

Modera Wealth Management first reported a position in VGT in Q3 2020 and has held it in 22 quarters since. The position peaked at $7.18M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Modera Wealth Management held 65,360 shares of Vanguard Information Technology ETF worth $5.7M as of Q1 2026.
  • Modera Wealth Management sold 10,792 Vanguard Information Technology ETF shares in Q1 2026, an estimated $994K.
  • Vanguard Information Technology ETF made up 0.07% of Modera Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Modera Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 22 quarters since.
  • Modera Wealth Management's Vanguard Information Technology ETF position peaked at $7.18M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.