Moss Adams Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Moss Adams Wealth Advisors’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	$549K	Sell	4,597 -3	-0.1%	-$328	0.03%	139
2026 Q1	$401K	Hold	4,600	–	–	0.03%	167
2025 Q4	$433K	Sell	4,600 -2,632	-36%	-$250K	0.03%	148
2025 Q3	$675K	Buy	+7,232	New	+$632K	0.05%	108
2023 Q4	–	Sell	-1,304	Closed	-$67.8K	–	171
2023 Q3	$67.8K	Buy	1,304 +80	+7%	+$4.35K	0.02%	118
2023 Q2	$67.8K	Hold	1,224	–	–	0.02%	104
2023 Q1	$59K	Hold	1,224	–	–	0.02%	108
2022 Q4	$48.9K	Buy	+1,224	New	+$49.9K	0.02%	123

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Moss Adams Wealth Advisors's VGT Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 0.07% in Q2 2026, selling an estimated $328 and leaving 4,597 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #139.

Moss Adams Wealth Advisors first reported a position in VGT in Q4 2022 and has held it in 8 quarters since. The position peaked at $675K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Moss Adams Wealth Advisors held 4,597 shares of Vanguard Information Technology ETF worth $549K as of Q2 2026.
Moss Adams Wealth Advisors sold 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
Vanguard Information Technology ETF made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #139 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 8 quarters since.
Moss Adams Wealth Advisors's Vanguard Information Technology ETF position peaked at $675K in Q3 2025.
1,061 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.