AF
VGT icon

Apexium Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Apexium Financial’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
Q3 		$5.13M Sell
55,000
-784
-1% -$68.5K 0.25% 52
2025
Q2 		$4.62M Buy
55,784
+16
+0% +$1.16K 0.25% 54
2025
Q1 		$3.78M Sell
55,768
-8
-0% -$603 0.23% 54
2024
Q4 		$4.34M Buy
55,776
+10,888
+24% +$836K 0.26% 47
2024
Q3 		$3.3M Buy
44,888
+48
+0.1% +$3.41K 0.22% 46
2024
Q2 		$3.24M Sell
44,840
-1,344
-3% -$89.3K 0.23% 44
2024
Q1 		$3.03M Buy
46,184
+12,408
+37% +$786K 0.23% 44
2023
Q4 		$2.04M Sell
33,776
-480
-1% -$26.7K 0.15% 72
2023
Q3 		$1.78M Buy
34,256
+408
+1% +$22.2K 0.18% 56
2023
Q2 		$1.87M Sell
33,848
-2,312
-6% -$116K 0.17% 56
2023
Q1 		$1.74M Sell
36,160
-1,216
-3% -$53.8K 0.17% 61
2022
Q4 		$1.49M Sell
37,376
-1,664
-4% -$67.9K 0.15% 66
2022
Q3 		$1.5M Buy
39,040
+30,336
+349% +$1.33M 0.19% 57
2022
Q2 		$355K Hold
8,704
– – 0.2% 71
2022
Q1 		$495K Sell
8,704
-3,416
-28% -$175K 0.26% 51
2021
Q4 		$694K Hold
12,120
– – 0.36% 42
2021
Q3 		$608K Hold
12,120
– – 0.35% 44
2021
Q2 		$604K Hold
12,120
– – 0.38% 39
2021
Q1 		$543K Hold
12,120
– – 0.4% 41
2020
Q4 		$536K Hold
12,120
– – 0.42% 40
2020
Q3 		$472K Hold
12,120
– – 0.38% 42
2020
Q2 		$422K Sell
12,120
-6,152
-34% -$192K 0.38% 42
2020
Q1 		$484K Buy
+18,272
New +$554K 0.64% 31

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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 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 $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

Apexium Financial's VGT Position: Q3 2025 in Review

Apexium Financial reduced its Vanguard Information Technology ETF (VGT) stake by 1.4% in Q3 2025, selling an estimated $68.5K and leaving 55,000 shares worth $5.13M. The position accounts for 0.25% of the portfolio, ranked #52.

Apexium Financial first reported a position in VGT in Q1 2020 and has held it in 23 quarters since. 1,856 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

  • Apexium Financial held 55,000 shares of Vanguard Information Technology ETF worth $5.13M as of Q3 2025.
  • Apexium Financial sold 784 Vanguard Information Technology ETF shares in Q3 2025, an estimated $68.5K.
  • Vanguard Information Technology ETF made up 0.25% of Apexium Financial's portfolio in Q3 2025, its #52 holding.
  • Apexium Financial first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 23 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.