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Berry Group’s Vanguard Information Technology ETF VGT Stock Holding History

Berry Group’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
2020
Q4 		$1.38M Buy
31,112
+8
+0% +$329 0.62% 37
2020
Q3 		$1.21M Buy
31,104
+8
+0% +$301 0.65% 39
2020
Q2 		$1.08M Buy
31,096
+8
+0% +$250 0.67% 35
2020
Q1 		$823K Buy
31,088
+3,720
+14% +$113K 0.62% 40
2019
Q4 		$838K Buy
+27,368
New +$783K 0.45% 48

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Berry Group's VGT Position: Q4 2020 in Review

Berry Group increased its Vanguard Information Technology ETF (VGT) stake by 0.03% in Q4 2020, buying an estimated $329 and bringing the position to 31,112 shares worth $1.38M. The position accounts for 0.62% of the portfolio, ranked #37.

Berry Group first reported a position in VGT in Q4 2019 and has held it in 5 quarters since. 992 funds tracked by Wall St. Rank hold VGT as of Q4 2020.

  • Berry Group held 31,112 shares of Vanguard Information Technology ETF worth $1.38M as of Q4 2020.
  • Berry Group bought 8 Vanguard Information Technology ETF shares in Q4 2020, an estimated $329.
  • Vanguard Information Technology ETF made up 0.62% of Berry Group's portfolio in Q4 2020, its #37 holding.
  • Berry Group first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 5 quarters since.
  • 992 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.