MWM
VGT icon

Mosley Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Mosley Wealth 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 		$36.4K Hold
304
– – 0.01% 280
2026
Q1 		$28.4K Buy
+304
New +$28K 0.01% 232

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mosley Wealth Management's VGT Position: Q2 2026 in Review

Mosley Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 304 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #280.

Mosley Wealth Management first reported a position in VGT in Q1 2026 and has held it in 2 quarters since. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Mosley Wealth Management held 304 shares of Vanguard Information Technology ETF worth $36.4K as of Q2 2026.
  • Mosley Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
  • Vanguard Information Technology ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #280 holding.
  • Mosley Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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