Bordeaux Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Bordeaux Wealth Advisors’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	$11.8M	Buy	141,720 +1,480	+1%	+$108K	1.5%	13
2025 Q1	$9.51M	Sell	140,240 -3,544	-2%	-$267K	1.76%	14
2024 Q4	$11.2M	Sell	143,784 -6,600	-4%	-$507K	1.8%	14
2024 Q3	$11M	Buy	150,384 +120	+0.1%	+$8.53K	1.99%	13
2024 Q2	$10.8M	Buy	150,264 +145,048	+2,781%	+$9.64M	2.06%	12
2024 Q1	$342K	Hold	5,216	–	–	0.11%	78
2023 Q4	$316K	Buy	+5,216	New	+$291K	0.11%	79

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

Bordeaux Wealth Advisors's VGT Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q2 2025, buying an estimated $108K and bringing the position to 141,720 shares worth $11.8M. The position accounts for 1.5% of the portfolio, ranked #13.

Bordeaux Wealth Advisors first reported a position in VGT in Q4 2023 and has held it in 7 quarters since. 1,784 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

Bordeaux Wealth Advisors held 141,720 shares of Vanguard Information Technology ETF worth $11.8M as of Q2 2025.
Bordeaux Wealth Advisors bought 1,480 Vanguard Information Technology ETF shares in Q2 2025, an estimated $108K.
Vanguard Information Technology ETF made up 1.5% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #13 holding.
Bordeaux Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 7 quarters since.
1,784 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.