Brass Tax Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Brass Tax Wealth Management’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	$686K	Buy	7,352 +616	+9%	+$53.8K	0.11%	96
2025 Q2	$559K	Buy	6,736 +824	+14%	+$59.9K	0.11%	103
2025 Q1	$401K	Buy	5,912 +80	+1%	+$6.03K	0.08%	118
2024 Q4	$453K	Sell	5,832 -720	-11%	-$55.3K	0.1%	105
2024 Q3	$480K	Buy	6,552 +88	+1%	+$6.25K	0.1%	94
2024 Q2	$466K	Buy	6,464 +320	+5%	+$21.3K	0.2%	64
2024 Q1	$403K	Buy	+6,144	New	+$389K	0.21%	58

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Brass Tax Wealth Management's VGT Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 9.1% in Q3 2025, buying an estimated $53.8K and bringing the position to 7,352 shares worth $686K. The position accounts for 0.11% of the portfolio, ranked #96.

Brass Tax Wealth Management first reported a position in VGT in Q1 2024 and has held it in 7 quarters since. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Brass Tax Wealth Management held 7,352 shares of Vanguard Information Technology ETF worth $686K as of Q3 2025.
Brass Tax Wealth Management bought 616 Vanguard Information Technology ETF shares in Q3 2025, an estimated $53.8K.
Vanguard Information Technology ETF made up 0.11% of Brass Tax Wealth Management's portfolio in Q3 2025, its #96 holding.
Brass Tax Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 7 quarters since.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.