Morton Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Morton Capital 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	$357K	Hold	2,984	–	–	0.05%	105
2026 Q1	$260K	Sell	2,984 -160	-5%	-$14.7K	0.04%	106
2025 Q4	$296K	Hold	3,144	–	–	0.05%	100
2025 Q3	$294K	Hold	3,144	–	–	0.05%	97
2025 Q2	$261K	Hold	3,144	–	–	0.05%	101
2025 Q1	$213K	Sell	3,144 -136	-4%	-$10.2K	0.04%	104
2024 Q4	$255K	Hold	3,280	–	–	0.05%	95
2024 Q3	$241K	Buy	3,280 +136	+4%	+$9.66K	0.05%	99
2024 Q2	$227K	Buy	3,144 +8	+0.3%	+$532	0.05%	91
2024 Q1	$206K	Buy	+3,136	New	+$199K	0.06%	99

Other funds holding VGT

FNFDCM

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

AAG

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Morton Capital Management's VGT Position: Q2 2026 in Review

Morton Capital Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,984 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #105.

Morton Capital Management first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. 704 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Morton Capital Management held 2,984 shares of Vanguard Information Technology ETF worth $357K as of Q2 2026.
Morton Capital Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #105 holding.
Morton Capital Management first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
704 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.