Altshuler Shaham’s Vanguard Information Technology ETF VGT Stock Holding History

Altshuler Shaham’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
2022 Q4	–	Sell	-149,688	Closed	-$5.87M	–	606
2022 Q3	$5.87M	Buy	+149,688	New	+$6.58M	0.14%	21
2022 Q2	–	Sell	-156,072	Closed	-$7.03M	–	563
2022 Q1	$8.13M	Buy	+156,072	New	+$8.01M	0.07%	48
2021 Q4	–	Sell	-131,088	Closed	-$7.2M	–	651
2021 Q3	$6.62M	Hold	131,088	–	–	0.05%	83
2021 Q2	$6.53M	Buy	131,088 +10,984	+9%	+$518K	0.05%	97
2021 Q1	$5.38M	Buy	120,104 +64,384	+116%	+$2.9M	0.05%	44
2020 Q4	$2.46M	Buy	55,720 +24,800	+80%	+$1.02M	0.05%	48
2020 Q3	$1.2M	Buy	+30,920	New	+$1.16M	0.03%	71

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

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Altshuler Shaham's VGT Position: Q4 2022 in Review

Altshuler Shaham sold out of Vanguard Information Technology ETF (VGT) in Q4 2022, closing a stake of 149,688 shares — an estimated $5.87M sold.

Altshuler Shaham first reported a position in VGT in Q3 2020 and held it in 7 quarters. The position peaked at $8.13M in Q1 2022. 1,143 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Altshuler Shaham reported no remaining Vanguard Information Technology ETF position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 149,688 Vanguard Information Technology ETF shares in Q4 2022, an estimated $5.87M.
Altshuler Shaham first reported a position in Vanguard Information Technology ETF in Q3 2020 and held it in 7 quarters.
Altshuler Shaham's Vanguard Information Technology ETF position peaked at $8.13M in Q1 2022.
1,143 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.