Morton Brown Family Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Morton Brown Family Wealth’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	$38.2K	Hold	320	–	–	0.01%	135
2026 Q1	$27.9K	Hold	320	–	–	0.01%	138
2025 Q4	$30.2K	Hold	320	–	–	0.01%	132
2025 Q3	$29.9K	Hold	320	–	–	0.01%	125
2025 Q2	$26.5K	Hold	320	–	–	0.01%	133
2025 Q1	$21.7K	Hold	320	–	–	0.01%	140
2024 Q4	$24.9K	Hold	320	–	–	0.01%	130
2024 Q3	$23.5K	Hold	320	–	–	0.01%	129
2024 Q2	$23.2K	Hold	320	–	–	0.01%	124
2024 Q1	$21K	Hold	320	–	–	0.01%	120
2023 Q4	$19.4K	Hold	320	–	–	0.01%	142
2023 Q3	$16.6K	Buy	+320	New	+$17.4K	0.01%	111

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morton Brown Family Wealth's VGT Position: Q2 2026 in Review

Morton Brown Family Wealth held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 320 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #135.

Morton Brown Family Wealth first reported a position in VGT in Q3 2023 and has held it in 12 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Morton Brown Family Wealth held 320 shares of Vanguard Information Technology ETF worth $38.2K as of Q2 2026.
Morton Brown Family Wealth left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #135 holding.
Morton Brown Family Wealth first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 12 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.