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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Vanguard Information Technology ETF VGT Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-25,904
Closed -$2.01M – 97
2024
Q4 		$2.01M Buy
+25,904
New +$1.99M 1.37% 18

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's VGT Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 25,904 shares — an estimated $2.01M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in VGT in Q4 2024 and held it in 1 quarter. The position peaked at $2.01M in Q4 2024. 1,670 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 25,904 Vanguard Information Technology ETF shares in Q1 2025, an estimated $2.01M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Vanguard Information Technology ETF position peaked at $2.01M in Q4 2024.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.