Bank Julius Baer & Co’s Vanguard Information Technology ETF VGT Stock Holding History

Bank Julius Baer & Co’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	-3,840	Closed	-$358K	–	714
2025 Q3	$358K	Buy	+3,840	New	+$336K	﹤0.01%	444
2024 Q1	–	Sell	-320	Closed	-$19.4K	–	568
2023 Q4	$19.4K	Hold	320	–	–	﹤0.01%	510
2023 Q3	$17K	Buy	320 +8	+3%	+$435	﹤0.01%	495
2023 Q2	$17K	Sell	312 -8	-3%	-$402	﹤0.01%	529
2023 Q1	$15K	Hold	320	–	–	﹤0.01%	559
2022 Q4	$13K	Buy	320 +8	+3%	+$326	﹤0.01%	551
2022 Q3	$12K	Sell	312 -8	-3%	-$352	﹤0.01%	547
2022 Q2	$13K	Buy	+320	New	+$14.4K	﹤0.01%	575
2022 Q1	–	Sell	-928	Closed	-$53K	–	805
2021 Q4	$53K	Hold	928	–	–	﹤0.01%	653
2021 Q3	$47K	Buy	928 +8	+0.9%	+$415	﹤0.01%	680
2021 Q2	$46K	Buy	+920	New	+$43.4K	﹤0.01%	686

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank Julius Baer & Co's VGT Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 3,840 shares — an estimated $358K sold.

Bank Julius Baer & Co first reported a position in VGT in Q2 2021 and held it in 11 quarters. The position peaked at $358K in Q3 2025. 2,027 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

Bank Julius Baer & Co reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 3,840 Vanguard Information Technology ETF shares in Q4 2025, an estimated $358K.
Bank Julius Baer & Co first reported a position in Vanguard Information Technology ETF in Q2 2021 and held it in 11 quarters.
Bank Julius Baer & Co's Vanguard Information Technology ETF position peaked at $358K in Q3 2025.
2,027 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.