Avantax Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Avantax Advisory Services’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 Q2	$42.1M	Sell	507,448 -16,288	-3%	-$1.18M	0.23%	65
2025 Q1	$35.5M	Buy	523,736 +22,704	+5%	+$1.71M	0.22%	71
2024 Q4	$38.9M	Sell	501,032 -8,376	-2%	-$643K	0.24%	58
2024 Q3	$37.3M	Sell	509,408 -6,664	-1%	-$474K	0.25%	59
2024 Q2	$37.2M	Buy	516,072 +15,544	+3%	+$1.03M	0.27%	51
2024 Q1	$32.8M	Buy	500,528 +53,072	+12%	+$3.36M	0.29%	43
2023 Q4	$27.1M	Buy	447,456 +123,152	+38%	+$6.86M	0.27%	48
2023 Q3	$16.8M	Buy	324,304 +65,880	+25%	+$3.58M	0.19%	90
2023 Q2	$14.3M	Buy	258,424 +13,440	+5%	+$675K	0.16%	105
2023 Q1	$11.8M	Buy	244,984 +67,920	+38%	+$3M	0.14%	118
2022 Q4	$7.07M	Buy	177,064 +4,640	+3%	+$189K	0.09%	172
2022 Q3	$6.63M	Buy	172,424 +10,272	+6%	+$452K	0.1%	161
2022 Q2	$6.62M	Buy	162,152 +53,224	+49%	+$2.4M	0.1%	160
2022 Q1	$5.68M	Buy	108,928 +16,584	+18%	+$851K	0.08%	182
2021 Q4	$5.29M	Buy	92,344 +5,872	+7%	+$322K	0.08%	187
2021 Q3	$4.33M	Buy	86,472 +8,040	+10%	+$417K	0.07%	197
2021 Q2	$3.92M	Buy	78,432 +6,744	+9%	+$318K	0.07%	203
2021 Q1	$3.22M	Buy	71,688 +14,944	+26%	+$672K	0.07%	209
2020 Q4	$2.51M	Sell	56,744 -127,120	-69%	-$5.23M	0.06%	226
2020 Q3	$7.16M	Buy	183,864 +135,040	+277%	+$5.08M	0.11%	147
2020 Q2	$1.71M	Buy	48,824 +8,496	+21%	+$265K	0.05%	247
2020 Q1	$1.07M	Sell	40,328 -19,176	-32%	-$581K	0.03%	289
2019 Q4	$1.82M	Buy	59,504 +19,904	+50%	+$570K	0.04%	231
2019 Q3	$1.07M	Buy	39,600 +1,224	+3%	+$33K	0.04%	201
2019 Q2	$1.01M	Sell	38,376 -5,664	-13%	-$146K	0.04%	190
2019 Q1	$1.1M	Buy	44,040 +7,904	+22%	+$184K	0.06%	164
2018 Q4	$755K	Buy	+36,136	New	+$819K	0.13%	164

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

Avantax Advisory Services's VGT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Information Technology ETF (VGT) stake by 3.1% in Q2 2025, selling an estimated $1.18M and leaving 507,448 shares worth $42.1M. The position accounts for 0.23% of the portfolio, ranked #65.

Avantax Advisory Services first reported a position in VGT in Q4 2018 and has held it in 27 quarters since. 1,783 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

Avantax Advisory Services held 507,448 shares of Vanguard Information Technology ETF worth $42.1M as of Q2 2025.
Avantax Advisory Services sold 16,288 Vanguard Information Technology ETF shares in Q2 2025, an estimated $1.18M.
Vanguard Information Technology ETF made up 0.23% of Avantax Advisory Services's portfolio in Q2 2025, its #65 holding.
Avantax Advisory Services first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 27 quarters since.
1,783 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.