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Advisor Group’s Vanguard Information Technology ETF VGT Stock Holding History

Advisor Group’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
2019
Q4 		$37.4M Buy
1,220,016
+122,336
+11% +$3.5M 0.26% 71
2019
Q3 		$29.6M Buy
1,097,680
+364,800
+50% +$9.82M 0.22% 87
2019
Q2 		$19.3M Buy
732,880
+12,792
+2% +$330K 0.15% 117
2019
Q1 		$18.1M Buy
720,088
+106,544
+17% +$2.48M 0.15% 120
2018
Q4 		$12.8M Sell
613,544
-47,200
-7% -$1.07M 0.13% 139
2018
Q3 		$16.7M Buy
660,744
+300,072
+83% +$7.3M 0.17% 111
2018
Q2 		$8.18M Sell
360,672
-5,784
-2% -$130K 0.11% 170
2018
Q1 		$7.84M Buy
366,456
+64,736
+21% +$1.41M 0.11% 175
2017
Q4 		$6.22M Sell
301,720
-52,704
-15% -$1.07M 0.08% 214
2017
Q3 		$6.74M Buy
354,424
+49,984
+16% +$926K 0.11% 183
2017
Q2 		$5.36M Buy
304,440
+37,848
+14% +$667K 0.09% 207
2017
Q1 		$4.52M Sell
266,592
-15,320
-5% -$250K 0.09% 235
2016
Q4 		$4.28M Buy
281,912
+77,600
+38% +$1.17M 0.1% 229
2016
Q3 		$3.08M Buy
204,312
+49,528
+32% +$718K 0.07% 290
2016
Q2 		$2.07M Buy
+154,784
New +$2.08M 0.05% 367

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Advisor Group's VGT Position: Q4 2019 in Review

Advisor Group increased its Vanguard Information Technology ETF (VGT) stake by 11% in Q4 2019, buying an estimated $3.5M and bringing the position to 1,220,016 shares worth $37.4M. The position accounts for 0.26% of the portfolio, ranked #71.

Advisor Group first reported a position in VGT in Q2 2016 and has held it in 15 quarters since. 753 funds tracked by Wall St. Rank hold VGT as of Q4 2019.

  • Advisor Group held 1,220,016 shares of Vanguard Information Technology ETF worth $37.4M as of Q4 2019.
  • Advisor Group bought 122,336 Vanguard Information Technology ETF shares in Q4 2019, an estimated $3.5M.
  • Vanguard Information Technology ETF made up 0.26% of Advisor Group's portfolio in Q4 2019, its #71 holding.
  • Advisor Group first reported a position in Vanguard Information Technology ETF in Q2 2016 and has held it in 15 quarters since.
  • 753 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.