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

MOKAN 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	$760K	Sell	6,360 -920	-13%	-$101K	0.29%	64
2026 Q1	$635K	Sell	7,280 -140,904	-95%	-$13M	0.28%	75
2025 Q4	$14M	Buy	148,184 +53,280	+56%	+$5.06M	6.19%	3
2025 Q3	$8.85M	Buy	94,904 +12,752	+16%	+$1.11M	4.45%	4
2025 Q2	$6.81M	Sell	82,152 -19,824	-19%	-$1.44M	3.8%	5
2025 Q1	$6.91M	Buy	101,976 +13,616	+15%	+$1.03M	4.16%	5
2024 Q4	$6.86M	Buy	+88,360	New	+$6.79M	4.37%	5

Other funds holding VGT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

MOKAN Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 13% in Q2 2026, selling an estimated $101K and leaving 6,360 shares worth $760K. The position accounts for 0.29% of the portfolio, ranked #64.

MOKAN Wealth Management first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. The position peaked at $14M in Q4 2025. 1,143 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

MOKAN Wealth Management held 6,360 shares of Vanguard Information Technology ETF worth $760K as of Q2 2026.
MOKAN Wealth Management sold 920 Vanguard Information Technology ETF shares in Q2 2026, an estimated $101K.
Vanguard Information Technology ETF made up 0.29% of MOKAN Wealth Management's portfolio in Q2 2026, its #64 holding.
MOKAN Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's Vanguard Information Technology ETF position peaked at $14M in Q4 2025.
1,143 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.