Mosaic Family Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Mosaic Family Wealth Partners’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	$341K	Buy	2,856 +528	+23%	+$57.8K	0.02%	334
2026 Q1	$203K	Buy	+2,328	New	+$214K	0.02%	272
2025 Q4	–	Sell	-3,416	Closed	-$318K	–	255
2025 Q3	$318K	Sell	3,416 -880	-20%	-$76.9K	0.04%	181
2025 Q2	$356K	Buy	4,296 +864	+25%	+$62.8K	0.05%	161
2025 Q1	$233K	Buy	3,432 +648	+23%	+$48.8K	0.03%	195
2024 Q4	$217K	Buy	+2,784	New	+$214K	0.03%	193

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

Mosaic Family Wealth Partners's VGT Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 23% in Q2 2026, buying an estimated $57.8K and bringing the position to 2,856 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #334.

Mosaic Family Wealth Partners first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $356K in Q2 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Mosaic Family Wealth Partners held 2,856 shares of Vanguard Information Technology ETF worth $341K as of Q2 2026.
Mosaic Family Wealth Partners bought 528 Vanguard Information Technology ETF shares in Q2 2026, an estimated $57.8K.
Vanguard Information Technology ETF made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #334 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
Mosaic Family Wealth Partners's Vanguard Information Technology ETF position peaked at $356K in Q2 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.