MAS
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MPWM Advisory Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

MPWM Advisory Solutions’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 		$76.5K Sell
640
-272
-30% -$29.8K 0.04% 173
2026
Q1 		$79.5K Buy
+912
New +$84K 0.04% 153

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPWM Advisory Solutions's VGT Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Vanguard Information Technology ETF (VGT) stake by 30% in Q2 2026, selling an estimated $29.8K and leaving 640 shares worth $76.5K. The position accounts for 0.04% of the portfolio, ranked #173.

MPWM Advisory Solutions first reported a position in VGT in Q1 2026 and has held it in 2 quarters since. The position peaked at $79.5K in Q1 2026. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • MPWM Advisory Solutions held 640 shares of Vanguard Information Technology ETF worth $76.5K as of Q2 2026.
  • MPWM Advisory Solutions sold 272 Vanguard Information Technology ETF shares in Q2 2026, an estimated $29.8K.
  • Vanguard Information Technology ETF made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #173 holding.
  • MPWM Advisory Solutions first reported a position in Vanguard Information Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • MPWM Advisory Solutions's Vanguard Information Technology ETF position peaked at $79.5K in Q1 2026.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.