Mountain Capital Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Mountain Capital Investment 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	$292K	Sell	2,440 -16,192	-87%	-$1.77M	0.04%	67
2026 Q1	$243K	Buy	18,632 +16,304	+700%	+$1.5M	0.04%	69
2025 Q4	$220K	Buy	2,328 +176	+8%	+$16.7K	0.04%	78
2025 Q3	$202K	Buy	+2,152	New	+$188K	0.04%	76

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 $43.3B AUM 29.3% 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

AAG

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

NAMP

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

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

Mountain Capital Investment Advisors's VGT Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 87% in Q2 2026, selling an estimated $1.77M and leaving 2,440 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #67.

Mountain Capital Investment Advisors first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. 1,016 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Mountain Capital Investment Advisors held 2,440 shares of Vanguard Information Technology ETF worth $292K as of Q2 2026.
Mountain Capital Investment Advisors sold 16,192 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.77M.
Vanguard Information Technology ETF made up 0.04% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #67 holding.
Mountain Capital Investment Advisors first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
1,016 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.