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Mokosak Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Mokosak Advisory Group’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 		$28.8M Sell
329,720
-11,856
-3% -$1.09M 7.21% 6
2025
Q4 		$32.2M Buy
341,576
+56
+0% +$5.32K 8.09% 6
2025
Q3 		$31.9M Sell
341,520
-2,720
-0.8% -$238K 8.35% 6
2025
Q2 		$28.6M Buy
344,240
+9,704
+3% +$706K 8.08% 6
2025
Q1 		$22.7M Sell
334,536
-20,752
-6% -$1.56M 7.01% 7
2024
Q4 		$27.7M Sell
355,288
-3,744
-1% -$288K 8.29% 6
2024
Q3 		$26.4M Buy
359,032
+8,416
+2% +$598K 7.9% 6
2024
Q2 		$25.3M Sell
350,616
-1,504
-0.4% -$100K 8.36% 5
2024
Q1 		$23.1M Sell
352,120
-36,200
-9% -$2.29M 7.63% 6
2023
Q4 		$23.5M Sell
388,320
-2,072
-0.5% -$115K 8.44% 6
2023
Q3 		$20.3M Sell
390,392
-5,472
-1% -$298K 8.24% 6
2023
Q2 		$21.9M Sell
395,864
-6,696
-2% -$336K 8.66% 4
2023
Q1 		$19.4M Buy
402,560
+20,824
+5% +$921K 8.27% 6
2022
Q4 		$15.3M Buy
381,736
+12,136
+3% +$495K 6.86% 7
2022
Q3 		$14.2M Sell
369,600
-448
-0.1% -$19.7K 7.01% 6
2022
Q2 		$15.1M Buy
370,048
+34,016
+10% +$1.53M 7.22% 8
2022
Q1 		$17.5M Sell
336,032
-14,096
-4% -$723K 7.1% 8
2021
Q4 		$20.1M Buy
350,128
+376
+0.1% +$20.6K 7.69% 7
2021
Q3 		$17.6M Buy
349,752
+7,792
+2% +$404K 7.28% 8
2021
Q2 		$17M Buy
341,960
+3,704
+1% +$175K 7.16% 8
2021
Q1 		$15.2M Sell
338,256
-26,360
-7% -$1.19M 6.81% 8
2020
Q4 		$16.2M Buy
364,616
+5,328
+1% +$219K 7.72% 7
2020
Q3 		$14M Sell
359,288
-7,320
-2% -$276K 8.02% 7
2020
Q2 		$12.8M Buy
366,608
+216
+0.1% +$6.74K 7.82% 8
2020
Q1 		$9.7M Buy
366,392
+337,112
+1,151% +$10.2M 7.24% 8
2019
Q4 		$897K Buy
+29,280
New +$838K 0.54% 18

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

Mokosak Advisory Group's VGT Position: Q1 2026 in Review

Mokosak Advisory Group reduced its Vanguard Information Technology ETF (VGT) stake by 3.5% in Q1 2026, selling an estimated $1.09M and leaving 329,720 shares worth $28.8M. The position accounts for 7.21% of the portfolio, ranked #6.

Mokosak Advisory Group first reported a position in VGT in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.2M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Mokosak Advisory Group held 329,720 shares of Vanguard Information Technology ETF worth $28.8M as of Q1 2026.
  • Mokosak Advisory Group sold 11,856 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.09M.
  • Vanguard Information Technology ETF made up 7.21% of Mokosak Advisory Group's portfolio in Q1 2026, its #6 holding.
  • Mokosak Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 26 quarters since.
  • Mokosak Advisory Group's Vanguard Information Technology ETF position peaked at $32.2M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.