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Moneta Group Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Moneta Group Investment Advisors’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 		$13.7M Sell
114,850
-753,134
-87% -$82.5M 0.1% 105
2026
Q1 		$9.46M Buy
867,984
+757,184
+683% +$69.7M 0.07% 116
2025
Q4 		$10.4M Buy
110,800
+3,352
+3% +$318K 0.08% 112
2025
Q3 		$10M Buy
107,448
+3,152
+3% +$275K 0.08% 111
2025
Q2 		$8.65M Buy
104,296
+5,336
+5% +$388K 0.1% 104
2025
Q1 		$6.71M Sell
98,960
-5,200
-5% -$392K 0.09% 112
2024
Q4 		$8.1M Buy
104,160
+13,448
+15% +$1.03M 0.11% 107
2024
Q3 		$6.65M Buy
90,712
+11,208
+14% +$797K 0.1% 112
2024
Q2 		$5.73M Buy
79,504
+1,448
+2% +$96.3K 0.09% 113
2024
Q1 		$5.12M Buy
78,056
+11,712
+18% +$742K 0.08% 122
2023
Q4 		$4.01M Buy
66,344
+7,440
+13% +$415K 0.08% 129
2023
Q3 		$3.06M Buy
58,904
+9,384
+19% +$510K 0.07% 135
2023
Q2 		$2.74M Sell
49,520
-296
-0.6% -$14.9K 0.06% 147
2023
Q1 		$2.4M Buy
49,816
+14,024
+39% +$620K 0.06% 147
2022
Q4 		$1.57M Sell
35,792
-25,264
-41% -$1.03M 0.04% 170
2022
Q3 		$2.35M Buy
61,056
+20,752
+51% +$913K 0.09% 126
2022
Q2 		$1.65M Buy
40,304
+5,456
+16% +$246K 0.06% 156
2022
Q1 		$1.81M Sell
34,848
-2,936
-8% -$151K 0.07% 143
2021
Q4 		$2.16M Sell
37,784
-16
-0% -$878 0.09% 131
2021
Q3 		$1.9M Buy
37,800
+2,408
+7% +$125K 0.09% 132
2021
Q2 		$1.76M Buy
35,392
+7,456
+27% +$352K 0.08% 145
2021
Q1 		$1.25M Buy
27,936
+22,800
+444% +$1.03M 0.07% 155
2020
Q4 		$227K Buy
+5,136
New +$211K 0.02% 289
2018
Q4 		– Sell
-8,128
Closed -$206K – 249
2018
Q3 		$206K Sell
8,128
-1,480
-15% -$36K 0.02% 220
2018
Q2 		$218K Buy
+9,608
New +$216K 0.02% 238

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Moneta Group Investment Advisors's VGT Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 87% in Q2 2026, selling an estimated $82.5M and leaving 114,850 shares worth $13.7M. The position accounts for 0.1% of the portfolio, ranked #105.

Moneta Group Investment Advisors first reported a position in VGT in Q2 2018 and has held it in 25 quarters since. 2,195 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Moneta Group Investment Advisors held 114,850 shares of Vanguard Information Technology ETF worth $13.7M as of Q2 2026.
  • Moneta Group Investment Advisors sold 753,134 Vanguard Information Technology ETF shares in Q2 2026, an estimated $82.5M.
  • Vanguard Information Technology ETF made up 0.1% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 25 quarters since.
  • 2,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.