Taylor & Morgan Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Taylor & Morgan 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	$492K	Hold	4,120	–	–	0.24%	54
2026 Q1	$359K	Sell	4,120 -104	-2%	-$9.58K	0.21%	60
2025 Q4	$398K	Sell	4,224 -832	-16%	-$79.1K	0.22%	59
2025 Q3	$472K	Hold	5,056	–	–	0.29%	47
2025 Q2	$419K	Hold	5,056	–	–	0.28%	46
2025 Q1	$343K	Hold	5,056	–	–	0.26%	45
2024 Q4	$393K	Sell	5,056 -800	-14%	-$61.4K	0.28%	47
2024 Q3	$429K	Hold	5,856	–	–	0.29%	47
2024 Q2	$422K	Hold	5,856	–	–	0.3%	44
2024 Q1	$384K	Hold	5,856	–	–	0.28%	45
2023 Q4	$354K	Hold	5,856	–	–	0.28%	45
2023 Q3	$304K	Sell	5,856 -320	-5%	-$17.4K	0.27%	46
2023 Q2	$341K	Hold	6,176	–	–	0.28%	48
2023 Q1	$298K	Hold	6,176	–	–	0.26%	52
2022 Q4	$247K	Hold	6,176	–	–	0.23%	55
2022 Q3	$237K	Sell	6,176 -304	-5%	-$13.4K	0.24%	55
2022 Q2	$264K	Buy	6,480 +280	+5%	+$12.6K	0.25%	55
2022 Q1	$323K	Buy	6,200 +24	+0.4%	+$1.23K	0.26%	51
2021 Q4	$354K	Buy	+6,176	New	+$339K	0.29%	51

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

Taylor & Morgan Wealth Management's VGT Position: Q2 2026 in Review

Taylor & Morgan Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 4,120 shares worth $492K. The position accounts for 0.24% of the portfolio, ranked #54.

Taylor & Morgan Wealth Management first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 1,084 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Taylor & Morgan Wealth Management held 4,120 shares of Vanguard Information Technology ETF worth $492K as of Q2 2026.
Taylor & Morgan Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.24% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #54 holding.
Taylor & Morgan Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
1,084 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.