Briaud Financial Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Briaud Financial Planning’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	–	Sell	-400	Closed	-$33K	–	332
2025 Q2	$33K	Hold	400	–	–	0.01%	127
2025 Q1	$27K	Hold	400	–	–	0.01%	111
2024 Q4	$31K	Buy	+400	New	+$30.7K	0.01%	100

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

Briaud Financial Planning's VGT Position: Q3 2025 in Review

Briaud Financial Planning sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 400 shares — an estimated $33K sold.

Briaud Financial Planning first reported a position in VGT in Q4 2024 and held it in 3 quarters. The position peaked at $33K in Q2 2025. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Briaud Financial Planning reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 400 Vanguard Information Technology ETF shares in Q3 2025, an estimated $33K.
Briaud Financial Planning first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 3 quarters.
Briaud Financial Planning's Vanguard Information Technology ETF position peaked at $33K in Q2 2025.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.