AIP
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Almanack Investment Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Almanack Investment 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
Q4 		– Sell
-4,672
Closed -$436K – 205
2025
Q3 		$436K Buy
+4,672
New +$408K 0.07% 125
2019
Q3 		– Sell
-4,160
Closed -$110K – 298
2019
Q2 		$110K Buy
+4,160
New +$107K 0.03% 261

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Almanack Investment Partners's VGT Position: Q4 2025 in Review

Almanack Investment Partners sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 4,672 shares — an estimated $436K sold.

Almanack Investment Partners first reported a position in VGT in Q2 2019 and held it in 2 quarters. The position peaked at $436K in Q3 2025. 2,028 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

  • Almanack Investment Partners reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 4,672 Vanguard Information Technology ETF shares in Q4 2025, an estimated $436K.
  • Almanack Investment Partners first reported a position in Vanguard Information Technology ETF in Q2 2019 and held it in 2 quarters.
  • Almanack Investment Partners's Vanguard Information Technology ETF position peaked at $436K in Q3 2025.
  • 2,028 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Almanack Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.