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

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 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. 2,190 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.
2,190 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.