MV Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

MV Capital 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	$256K	Buy	2,144 +752	+54%	+$82.3K	0.02%	178
2026 Q1	$121K	Hold	1,392	–	–	0.01%	229
2025 Q4	$131K	Hold	1,392	–	–	0.01%	222
2025 Q3	$130K	Hold	1,392	–	–	0.01%	220
2025 Q2	$115K	Hold	1,392	–	–	0.01%	224
2025 Q1	$94.4K	Hold	1,392	–	–	0.01%	243
2024 Q4	$108K	Hold	1,392	–	–	0.01%	219
2024 Q3	$102K	Hold	1,392	–	–	0.01%	230
2024 Q2	$100K	Hold	1,392	–	–	0.01%	226
2024 Q1	$91.2K	Hold	1,392	–	–	0.01%	238
2023 Q4	$84.2K	Buy	1,392 +1,200	+625%	+$66.9K	0.01%	240
2023 Q3	$9.96K	Hold	192	–	–	﹤0.01%	499
2023 Q2	$10.6K	Hold	192	–	–	﹤0.01%	500
2023 Q1	$9.25K	Buy	+192	New	+$8.49K	﹤0.01%	520
2021 Q4	–	Sell	-416	Closed	-$21K	–	731
2021 Q3	$21K	Buy	+416	New	+$21.6K	﹤0.01%	308

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

MV Capital Management's VGT Position: Q2 2026 in Review

MV Capital Management increased its Vanguard Information Technology ETF (VGT) stake by 54% in Q2 2026, buying an estimated $82.3K and bringing the position to 2,144 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #178.

MV Capital Management first reported a position in VGT in Q3 2021 and has held it in 15 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

MV Capital Management held 2,144 shares of Vanguard Information Technology ETF worth $256K as of Q2 2026.
MV Capital Management bought 752 Vanguard Information Technology ETF shares in Q2 2026, an estimated $82.3K.
Vanguard Information Technology ETF made up 0.02% of MV Capital Management's portfolio in Q2 2026, its #178 holding.
MV Capital Management first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 15 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.