Adero Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Adero Partners’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	$363K	Buy	5,352 +128	+2%	+$9.64K	0.02%	155
2024 Q4	$406K	Sell	5,224 -2,432	-32%	-$187K	0.03%	140
2024 Q3	$561K	Hold	7,656	–	–	0.04%	115
2024 Q2	$552K	Hold	7,656	–	–	0.04%	112
2024 Q1	$502K	Hold	7,656	–	–	0.04%	114
2023 Q4	$463K	Hold	7,656	–	–	0.04%	115
2023 Q3	$397K	Buy	+7,656	New	+$416K	0.04%	122
2022 Q2	–	Sell	-8,584	Closed	-$447K	–	168
2022 Q1	$447K	Sell	8,584 -520	-6%	-$26.7K	0.07%	97
2021 Q4	$521K	Buy	9,104 +616	+7%	+$33.8K	0.09%	92
2021 Q3	$426K	Hold	8,488	–	–	0.08%	99
2021 Q2	$423K	Buy	+8,488	New	+$400K	0.1%	92

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Adero Partners's VGT Position: Q1 2025 in Review

Adero Partners increased its Vanguard Information Technology ETF (VGT) stake by 2.5% in Q1 2025, buying an estimated $9.64K and bringing the position to 5,352 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #155.

Adero Partners first reported a position in VGT in Q2 2021 and has held it in 11 quarters since. The position peaked at $561K in Q3 2024. 1,669 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Adero Partners held 5,352 shares of Vanguard Information Technology ETF worth $363K as of Q1 2025.
Adero Partners bought 128 Vanguard Information Technology ETF shares in Q1 2025, an estimated $9.64K.
Vanguard Information Technology ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #155 holding.
Adero Partners first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 11 quarters since.
Adero Partners's Vanguard Information Technology ETF position peaked at $561K in Q3 2024.
1,669 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.